PFS Partners’s Citigroup C Stock Holding History

PFS Partners’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	$188K	Buy	1,341 +20	+2%	+$2.6K	0.08%	101
2026 Q1	$150K	Sell	1,321 -4	-0.3%	-$456	0.07%	100
2025 Q4	$155K	Sell	1,325 -246	-16%	-$25.5K	0.07%	92
2025 Q3	$159K	Hold	1,571	–	–	0.08%	86
2025 Q2	$134K	Hold	1,571	–	–	0.07%	89
2025 Q1	$112K	Hold	1,571	–	–	0.06%	93
2024 Q4	$111K	Sell	1,571 -59	-4%	-$3.98K	0.06%	99
2024 Q3	$102K	Buy	1,630 +1	+0.1%	+$62	0.06%	97
2024 Q2	$103K	Hold	1,629	–	–	0.06%	88
2024 Q1	$103K	Hold	1,629	–	–	0.07%	86
2023 Q4	$83.8K	Hold	1,629	–	–	0.06%	99
2023 Q3	$67K	Hold	1,629	–	–	0.06%	87
2023 Q2	$75K	Hold	1,629	–	–	0.06%	85
2023 Q1	$76.4K	Hold	1,629	–	–	0.07%	74
2022 Q4	$73.7K	Hold	1,629	–	–	0.08%	68
2022 Q3	$67.9K	Buy	1,629 +1	+0.1%	+$49	0.07%	69
2022 Q2	$74.9K	Hold	1,628	–	–	0.07%	70
2022 Q1	$87K	Hold	1,628	–	–	0.08%	70
2021 Q4	$98.3K	Buy	+1,628	New	+$108K	0.07%	73

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

PFS Partners's C Position: Q2 2026 in Review

PFS Partners increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $2.6K and bringing the position to 1,341 shares worth $188K. The position accounts for 0.08% of the portfolio, ranked #101.

PFS Partners first reported a position in C in Q4 2021 and has held it in 19 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

PFS Partners held 1,341 shares of Citigroup worth $188K as of Q2 2026.
PFS Partners bought 20 Citigroup shares in Q2 2026, an estimated $2.6K.
Citigroup made up 0.08% of PFS Partners's portfolio in Q2 2026, its #101 holding.
PFS Partners first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.