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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
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

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

Phillips Financial Management's C Position: Q2 2026 in Review

Phillips Financial Management increased its Citigroup (C) stake by 0.5% in Q2 2026, buying an estimated $1.3K and bringing the position to 2,020 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #171.

Phillips Financial Management first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Phillips Financial Management held 2,020 shares of Citigroup worth $283K as of Q2 2026.
  • Phillips Financial Management bought 10 Citigroup shares in Q2 2026, an estimated $1.3K.
  • Citigroup made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #171 holding.
  • Phillips Financial Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.