MFG
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Merit Financial Group’s Citigroup C Stock Holding History

Merit Financial Group’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
107,885
+7,117
+7% +$926K 0.09% 196
2026
Q1 		$11.4M Buy
100,768
+4,315
+4% +$491K 0.08% 208
2025
Q4 		$11.3M Buy
96,453
+13,046
+16% +$1.35M 0.09% 183
2025
Q3 		$8.47M Buy
83,407
+4,023
+5% +$382K 0.08% 192
2025
Q2 		$6.76M Buy
79,384
+15,914
+25% +$1.15M 0.08% 204
2025
Q1 		$4.51M Buy
63,470
+36,001
+131% +$2.75M 0.07% 241
2024
Q4 		$1.93M Buy
27,469
+20,512
+295% +$1.38M 0.03% 361
2024
Q3 		$436K Sell
6,957
-13,078
-65% -$809K 0.01% 584
2024
Q2 		$1.27M Sell
20,035
-3,845
-16% -$237K 0.03% 357
2024
Q1 		$1.47M Buy
23,880
+10,597
+80% +$590K 0.04% 322
2023
Q4 		$683K Buy
13,283
+3,441
+35% +$152K 0.02% 406
2023
Q3 		$405K Buy
9,842
+1,615
+20% +$70.9K 0.01% 505
2023
Q2 		$379K Buy
+8,227
New +$385K 0.01% 527
2023
Q1 		– Sell
-8,324
Closed -$376K – 649
2022
Q4 		$376K Buy
8,324
+1,330
+19% +$60.4K 0.01% 482
2022
Q3 		$291K Sell
6,994
-11,437
-62% -$565K 0.01% 449
2022
Q2 		$848K Buy
+18,431
New +$922K 0.03% 280
2018
Q1 		– Sell
-6,046
Closed -$449K – 112
2017
Q4 		$449K Buy
+6,046
New +$447K 0.1% 47

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Merit Financial Group's C Position: Q2 2026 in Review

Merit Financial Group increased its Citigroup (C) stake by 7.1% in Q2 2026, buying an estimated $926K and bringing the position to 107,885 shares worth $15.1M. The position accounts for 0.09% of the portfolio, ranked #196.

Merit Financial Group first reported a position in C in Q4 2017 and has held it in 17 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Merit Financial Group held 107,885 shares of Citigroup worth $15.1M as of Q2 2026.
  • Merit Financial Group bought 7,117 Citigroup shares in Q2 2026, an estimated $926K.
  • Citigroup made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #196 holding.
  • Merit Financial Group first reported a position in Citigroup in Q4 2017 and has held it in 17 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.