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MFA Wealth Services’s Citigroup C Stock Holding History

MFA Wealth Services’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 		$758K Sell
5,418
-214
-4% -$27.9K 0.45% 63
2026
Q1 		$639K Sell
5,632
-15
-0.3% -$1.71K 0.42% 68
2025
Q4 		$659K Sell
5,647
-1,558
-22% -$162K 0.45% 62
2025
Q3 		$731K Buy
7,205
+219
+3% +$20.8K 0.5% 54
2025
Q2 		$595K Buy
6,986
+244
+4% +$17.6K 0.45% 55
2025
Q1 		$479K Buy
6,742
+217
+3% +$16.5K 0.39% 64
2024
Q4 		$459K Buy
+6,525
New +$440K 0.37% 66

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFA Wealth Services's C Position: Q2 2026 in Review

MFA Wealth Services reduced its Citigroup (C) stake by 3.8% in Q2 2026, selling an estimated $27.9K and leaving 5,418 shares worth $758K. The position accounts for 0.45% of the portfolio, ranked #63.

MFA Wealth Services first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • MFA Wealth Services held 5,418 shares of Citigroup worth $758K as of Q2 2026.
  • MFA Wealth Services sold 214 Citigroup shares in Q2 2026, an estimated $27.9K.
  • Citigroup made up 0.45% of MFA Wealth Services's portfolio in Q2 2026, its #63 holding.
  • MFA Wealth Services first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.