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Newbridge Financial Services Group’s Citigroup C Stock Holding History

Newbridge Financial Services Group’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 		$230K Buy
1,640
+1,428
+674% +$186K 0.03% 231
2026
Q1 		$24K Sell
212
-226
-52% -$25.7K ﹤0.01% 595
2025
Q4 		$51.1K Buy
438
+232
+113% +$24.1K 0.01% 429
2025
Q3 		$20.9K Sell
206
-199
-49% -$18.9K ﹤0.01% 736
2025
Q2 		$34.5K Sell
405
-499
-55% -$36.1K 0.01% 582
2025
Q1 		$64.2K Sell
904
-798
-47% -$60.8K 0.02% 328
2024
Q4 		$120K Buy
+1,702
New +$115K 0.03% 259
2024
Q3 		– Sell
-1,816
Closed -$115K – 718
2024
Q2 		$115K Sell
1,816
-302
-14% -$18.6K 0.04% 247
2024
Q1 		$134K Sell
2,118
-571
-21% -$31.8K 0.06% 245
2023
Q4 		$138K Sell
2,689
-204
-7% -$9.03K 0.07% 230
2023
Q3 		$119K Sell
2,893
-541
-16% -$23.7K 0.06% 263
2023
Q2 		$158K Sell
3,434
-252
-7% -$11.8K 0.08% 238
2023
Q1 		$173K Buy
3,686
+239
+7% +$11.7K 0.09% 219
2022
Q4 		$156K Sell
3,447
-65
-2% -$2.95K 0.09% 219
2022
Q3 		$146K Buy
3,512
+91
+3% +$4.5K 0.09% 233
2022
Q2 		$157K Buy
3,421
+1,349
+65% +$67.5K 0.1% 195
2022
Q1 		$111K Sell
2,072
-107
-5% -$6.61K 0.05% 289
2021
Q4 		$132K Buy
2,179
+1,512
+227% +$101K 0.06% 255
2021
Q3 		$47K Sell
667
-100
-13% -$6.99K 0.03% 426
2021
Q2 		$54K Buy
767
+9
+1% +$666 0.03% 423
2021
Q1 		$55K Sell
758
-319
-30% -$21.3K 0.04% 372
2020
Q4 		$66K Sell
1,077
-836
-44% -$42.5K 0.05% 272
2020
Q3 		$82K Buy
+1,913
New +$95.3K 0.08% 221

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

Newbridge Financial Services Group's C Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Citigroup (C) stake by 674% in Q2 2026, buying an estimated $186K and bringing the position to 1,640 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #231.

Newbridge Financial Services Group first reported a position in C in Q3 2020 and has held it in 23 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Newbridge Financial Services Group held 1,640 shares of Citigroup worth $230K as of Q2 2026.
  • Newbridge Financial Services Group bought 1,428 Citigroup shares in Q2 2026, an estimated $186K.
  • Citigroup made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #231 holding.
  • Newbridge Financial Services Group first reported a position in Citigroup in Q3 2020 and has held it in 23 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.