Phillips Financial Management
C icon

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
Q3 		$264K Buy
2,042
+22
+1% +$2.96K 0.02% 175
2026
Q2 		$283K Buy
2,020
+10
+0.5% +$1.3K 0.02% 171
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Phillips Financial Management's C Position: Q3 2026 in Review

Phillips Financial Management increased its Citigroup (C) stake by 1.1% in Q3 2026, buying an estimated $2.96K and bringing the position to 2,042 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #175.

Phillips Financial Management first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $283K in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Phillips Financial Management held 2,042 shares of Citigroup worth $264K as of Q3 2026.
  • Phillips Financial Management bought 22 Citigroup shares in Q3 2026, an estimated $2.96K.
  • Citigroup made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #175 holding.
  • Phillips Financial Management first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • Phillips Financial Management's Citigroup position peaked at $283K in Q2 2026.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.