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Phillips Financial Management’s Citigroup C Stock Holding History

Phillips Financial Management’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
Q1 		$228K Sell
2,010
-32
-2% -$3.64K 0.02% 182
2025
Q4 		$238K Buy
2,042
+56
+3% +$5.82K 0.02% 187
2025
Q3 		$202K Buy
+1,986
New +$188K 0.01% 211

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Financial Management's C Position: Q1 2026 in Review

Phillips Financial Management reduced its Citigroup (C) stake by 1.6% in Q1 2026, selling an estimated $3.64K and leaving 2,010 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #182.

Phillips Financial Management first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Phillips Financial Management held 2,010 shares of Citigroup worth $228K as of Q1 2026.
  • Phillips Financial Management sold 32 Citigroup shares in Q1 2026, an estimated $3.64K.
  • Citigroup made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #182 holding.
  • Phillips Financial Management first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Phillips Financial Management's Citigroup position peaked at $238K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.