MFF
C icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Michels Family Financial's C Position: Q1 2026 in Review

Michels Family Financial increased its Citigroup (C) stake by 3.7% in Q1 2026, buying an estimated $53.2K and bringing the position to 13,235 shares worth $1.5M. The position accounts for 1.08% of the portfolio, ranked #23.

Michels Family Financial first reported a position in C in Q4 2024 and has held it in 6 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Michels Family Financial held 13,235 shares of Citigroup worth $1.5M as of Q1 2026.
  • Michels Family Financial bought 467 Citigroup shares in Q1 2026, an estimated $53.2K.
  • Citigroup made up 1.08% of Michels Family Financial's portfolio in Q1 2026, its #23 holding.
  • Michels Family Financial first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.