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Montis Financial’s Citigroup C Stock Holding History

Montis 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 		$238K Buy
+1,701
New +$221K 0.05% 141
2022
Q1 		– Sell
-4,267
Closed -$258K – 68
2021
Q4 		$258K Buy
+4,267
New +$284K 0.19% 67

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

Montis Financial's C Position: Q2 2026 in Review

Montis Financial opened a new position in Citigroup (C) in Q2 2026: 1,701 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings. This is a return to the name: Montis Financial previously reported a position in C as recently as Q4 2021.

Montis Financial first reported a position in C in Q4 2021 and has held it in 2 quarters since. The position peaked at $258K in Q4 2021. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Montis Financial held 1,701 shares of Citigroup worth $238K as of Q2 2026.
  • Citigroup was a new Montis Financial position in Q2 2026.
  • Citigroup made up 0.05% of Montis Financial's portfolio in Q2 2026, its #141 holding.
  • Montis Financial first reported a position in Citigroup in Q4 2021 and has held it in 2 quarters since.
  • Montis Financial's Citigroup position peaked at $258K in Q4 2021.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.