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MJT & Associates Financial Advisory’s Citigroup C Stock Holding History

MJT & Associates Financial Advisory’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 		$16.2K Hold
116
– – 0.01% 145
2026
Q1 		$13.2K Hold
116
– – 0.01% 157
2025
Q4 		$13.5K Hold
116
– – 0.01% 156
2025
Q3 		$11.8K Hold
116
– – 0.01% 174
2025
Q2 		$9.87K Hold
116
– – 0.01% 209
2025
Q1 		$8.23K Buy
+116
New +$8.85K 0.01% 230

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

MJT & Associates Financial Advisory's C Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Citigroup (C) position steady in Q2 2026 at 116 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #145.

MJT & Associates Financial Advisory first reported a position in C in Q1 2025 and has held it in 6 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • MJT & Associates Financial Advisory held 116 shares of Citigroup worth $16.2K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #145 holding.
  • MJT & Associates Financial Advisory first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.