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PFG Investments’s Citigroup C Stock Holding History

PFG Investments’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 		$4.63M Buy
33,084
+475
+1% +$61.8K 0.18% 106
2026
Q1 		$3.7M Buy
32,609
+4,012
+14% +$457K 0.17% 106
2025
Q4 		$3.34M Buy
28,597
+3,986
+16% +$414K 0.16% 118
2025
Q3 		$2.5M Buy
24,611
+1,271
+5% +$121K 0.13% 143
2025
Q2 		$1.99M Sell
23,340
-719
-3% -$52K 0.12% 167
2025
Q1 		$1.71M Sell
24,059
-1,449
-6% -$110K 0.11% 187
2024
Q4 		$1.8M Sell
25,508
-396
-2% -$26.7K 0.11% 180
2024
Q3 		$1.62M Sell
25,904
-1,712
-6% -$106K 0.1% 191
2024
Q2 		$1.75M Buy
27,616
+2,669
+11% +$165K 0.13% 160
2024
Q1 		$1.58M Buy
24,947
+18,744
+302% +$1.04M 0.1% 244
2023
Q4 		$319K Sell
6,203
-546
-8% -$24.2K 0.06% 336
2023
Q3 		$278K Sell
6,749
-1,467
-18% -$64.4K 0.05% 367
2023
Q2 		$378K Sell
8,216
-2,763
-25% -$129K 0.07% 319
2023
Q1 		$515K Buy
+10,979
New +$539K 0.1% 220

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

PFG Investments's C Position: Q2 2026 in Review

PFG Investments increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $61.8K and bringing the position to 33,084 shares worth $4.63M. The position accounts for 0.18% of the portfolio, ranked #106.

PFG Investments 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.

  • PFG Investments held 33,084 shares of Citigroup worth $4.63M as of Q2 2026.
  • PFG Investments bought 475 Citigroup shares in Q2 2026, an estimated $61.8K.
  • Citigroup made up 0.18% of PFG Investments's portfolio in Q2 2026, its #106 holding.
  • PFG Investments 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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.