Mirabella Financial Services’s Citigroup C Stock Holding History

Mirabella Financial 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	$214K	Sell	1,528 -642	-30%	-$83.6K	0.02%	597
2026 Q1	$246K	Buy	+2,170	New	+$247K	0.02%	645
2024 Q2	–	Sell	-3,338	Closed	-$211K	–	464
2024 Q1	$211K	Sell	3,338 -2,762	-45%	-$154K	0.02%	449
2023 Q4	$314K	Buy	+6,100	New	+$270K	0.04%	271
2023 Q3	–	Sell	-6,415	Closed	-$295K	–	404
2023 Q2	$295K	Buy	+6,415	New	+$300K	0.03%	366
2023 Q1	–	Sell	-7,800	Closed	-$353K	–	412
2022 Q4	$353K	Buy	+7,800	New	+$354K	0.03%	233
2022 Q1	–	Sell	-27,584	Closed	-$1.67M	–	549
2021 Q4	$1.67M	Buy	+27,584	New	+$1.83M	0.17%	123
2021 Q2	–	Sell	-3,247	Closed	-$236K	–	303
2021 Q1	$236K	Buy	+3,247	New	+$217K	0.07%	213
2020 Q4	–	Sell	-8,940	Closed	-$385K	–	337
2020 Q3	$385K	Buy	+8,940	New	+$445K	0.05%	176
2020 Q2	–	Sell	-9,900	Closed	-$417K	–	175
2020 Q1	$417K	Sell	9,900 -135,774	-93%	-$9.11M	0.24%	58
2019 Q4	$11.6M	Buy	+145,674	New	+$10.8M	2.1%	13

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirabella Financial Services's C Position: Q2 2026 in Review

Mirabella Financial Services reduced its Citigroup (C) stake by 30% in Q2 2026, selling an estimated $83.6K and leaving 1,528 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #597.

Mirabella Financial Services first reported a position in C in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Mirabella Financial Services held 1,528 shares of Citigroup worth $214K as of Q2 2026.
Mirabella Financial Services sold 642 Citigroup shares in Q2 2026, an estimated $83.6K.
Citigroup made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #597 holding.
Mirabella Financial Services first reported a position in Citigroup in Q4 2019 and has held it in 11 quarters since.
Mirabella Financial Services's Citigroup position peaked at $11.6M in Q4 2019.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.