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Northbridge Financial Group’s Citigroup C Stock Holding History

Northbridge Financial 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 		$866K Sell
6,187
-397
-6% -$51.7K 0.33% 67
2026
Q1 		$831K Sell
6,584
-124
-2% -$14.1K 0.36% 60
2025
Q4 		$783K Buy
+6,708
New +$697K 0.35% 62

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

Northbridge Financial Group's C Position: Q2 2026 in Review

Northbridge Financial Group reduced its Citigroup (C) stake by 6% in Q2 2026, selling an estimated $51.7K and leaving 6,187 shares worth $866K. The position accounts for 0.33% of the portfolio, ranked #67.

Northbridge Financial Group first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Northbridge Financial Group held 6,187 shares of Citigroup worth $866K as of Q2 2026.
  • Northbridge Financial Group sold 397 Citigroup shares in Q2 2026, an estimated $51.7K.
  • Citigroup made up 0.33% of Northbridge Financial Group's portfolio in Q2 2026, its #67 holding.
  • Northbridge Financial Group first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.