Northern Financial Advisors’s Citigroup C Stock Holding History

Northern 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	$890K	Buy	6,359 +1	+0%	+$130	0.59%	52
2026 Q1	$721K	Buy	6,358 +2,472	+64%	+$282K	0.53%	59
2025 Q4	$453K	Sell	3,886 -2,662	-41%	-$276K	0.52%	57
2025 Q3	$665K	Buy	6,548 +296	+5%	+$28.1K	0.35%	68
2025 Q2	$532K	Buy	6,252 +189	+3%	+$13.7K	0.4%	67
2025 Q1	$430K	Sell	6,063 -27	-0.4%	-$2.06K	0.36%	77
2024 Q4	$429K	Sell	6,090 -299	-5%	-$20.2K	0.34%	79
2024 Q3	$400K	Buy	6,389 +361	+6%	+$22.3K	0.3%	81
2024 Q2	$383K	Buy	6,028 +28	+0.5%	+$1.73K	0.31%	85
2024 Q1	$379K	Buy	6,000 +3	+0.1%	+$167	0.3%	90
2023 Q4	$308K	Sell	5,997 -894	-13%	-$39.6K	0.26%	99
2023 Q3	$283K	Buy	6,891 +382	+6%	+$16.8K	0.26%	97
2023 Q2	$300K	Buy	6,509 +1,446	+29%	+$67.7K	0.26%	90
2023 Q1	$237K	Buy	+5,063	New	+$248K	0.22%	102

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Financial Advisors's C Position: Q2 2026 in Review

Northern Financial Advisors increased its Citigroup (C) stake by 0.02% in Q2 2026, buying an estimated $130 and bringing the position to 6,359 shares worth $890K. The position accounts for 0.59% of the portfolio, ranked #52.

Northern Financial Advisors first reported a position in C in Q1 2023 and has held it in 14 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Northern Financial Advisors held 6,359 shares of Citigroup worth $890K as of Q2 2026.
Northern Financial Advisors bought 1 Citigroup share in Q2 2026, an estimated $130.
Citigroup made up 0.59% of Northern Financial Advisors's portfolio in Q2 2026, its #52 holding.
Northern Financial Advisors first reported a position in Citigroup in Q1 2023 and has held it in 14 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.