MFF
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Michels Family Financial’s Citigroup C Stock Holding History

Michels Family Financial’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 		$1.82M Sell
13,037
-198
-1% -$25.8K 1.17% 21
2026
Q1 		$1.5M Buy
13,235
+467
+4% +$53.2K 1.08% 23
2025
Q4 		$1.49M Sell
12,768
-545
-4% -$56.6K 1.09% 26
2025
Q3 		$1.35M Sell
13,313
-679
-5% -$64.4K 1.05% 25
2025
Q2 		$1.19M Sell
13,992
-485
-3% -$35.1K 1.02% 28
2025
Q1 		$1.03M Buy
14,477
+166
+1% +$12.7K 0.93% 30
2024
Q4 		$1.01M Buy
+14,311
New +$965K 0.92% 28

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 $3.38T AUM 44.17% 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

Michels Family Financial's C Position: Q2 2026 in Review

Michels Family Financial reduced its Citigroup (C) stake by 1.5% in Q2 2026, selling an estimated $25.8K and leaving 13,037 shares worth $1.82M. The position accounts for 1.17% of the portfolio, ranked #21.

Michels Family Financial first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Michels Family Financial held 13,037 shares of Citigroup worth $1.82M as of Q2 2026.
  • Michels Family Financial sold 198 Citigroup shares in Q2 2026, an estimated $25.8K.
  • Citigroup made up 1.17% of Michels Family Financial's portfolio in Q2 2026, its #21 holding.
  • Michels Family Financial first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.