New England Capital Financial Advisors’s Citigroup C Stock Holding History

New England Capital Financial Advisors’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	$35.3K	Hold	252	–	–	0.01%	158
2026 Q1	$28.6K	Hold	252	–	–	0.01%	162
2025 Q4	$29.4K	Sell	252 -14	-5%	-$1.45K	0.01%	168
2025 Q3	$27K	Sell	266 -38	-13%	-$3.61K	0.01%	167
2025 Q2	$25.9K	Hold	304	–	–	0.01%	163
2025 Q1	$21.6K	Hold	304	–	–	0.01%	171
2024 Q4	$21.4K	Hold	304	–	–	0.01%	173
2024 Q3	$19K	Hold	304	–	–	0.01%	183
2024 Q2	$19.3K	Buy	304 +23	+8%	+$1.42K	0.01%	181
2024 Q1	$17.8K	Hold	281	–	–	0.01%	189
2023 Q4	$14.5K	Hold	281	–	–	0.01%	207
2023 Q3	$11.6K	Hold	281	–	–	0.01%	217
2023 Q2	$12.9K	Hold	281	–	–	0.01%	207
2023 Q1	$13.2K	Sell	281 -10	-3%	-$491	0.01%	226
2022 Q4	$14.9K	Buy	+291	New	+$13.2K	0.01%	217

Other funds holding C

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

New England Capital Financial Advisors's C Position: Q2 2026 in Review

New England Capital Financial Advisors held its Citigroup (C) position steady in Q2 2026 at 252 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #158.

New England Capital Financial Advisors first reported a position in C in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold C as of Q2 2026.

New England Capital Financial Advisors held 252 shares of Citigroup worth $35.3K as of Q2 2026.
New England Capital Financial Advisors left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #158 holding.
New England Capital Financial Advisors first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.