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Phoenix Financial’s Citigroup C Stock Holding History

Phoenix Financial’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 		$8.41M Buy
59,808
+335
+0.6% +$43.6K 0.06% 100
2026
Q1 		$6.79M Sell
59,473
-13,820
-19% -$1.57M 0.06% 103
2025
Q4 		$8.59M Sell
73,293
-33,166
-31% -$3.44M 0.09% 89
2025
Q3 		$10.8M Sell
106,459
-3,346
-3% -$317K 0.13% 80
2025
Q2 		$9.39M Sell
109,805
-1,111,210
-91% -$80.3M 0.12% 94
2025
Q1 		$86.7M Buy
1,221,015
+1,206,614
+8,379% +$92M 1.33% 27
2024
Q4 		$1.01M Sell
14,401
-1,092
-7% -$73.6K 0.01% 219
2024
Q3 		$972K Sell
15,493
-3,297
-18% -$204K 0.01% 221
2024
Q2 		$1.16M Sell
18,790
-7,323
-28% -$452K 0.02% 207
2024
Q1 		$1.65M Buy
26,113
+17,628
+208% +$981K 0.02% 200
2023
Q4 		$437K Sell
8,485
-11,294
-57% -$500K 0.01% 251
2023
Q3 		$818K Sell
19,779
-8,444
-30% -$371K 0.02% 237
2023
Q2 		$1.3M Buy
+28,223
New +$1.32M 0.03% 197
2023
Q1 		– Sell
-11,524
Closed -$521K – 300
2022
Q4 		$521K Sell
11,524
-1,618
-12% -$73.5K 0.01% 217
2022
Q3 		$562K Sell
13,142
-9,960
-43% -$492K 0.01% 240
2022
Q2 		$1.07M Sell
23,102
-25,590
-53% -$1.28M 0.02% 213
2022
Q1 		$2.65M Sell
48,692
-5,476
-10% -$338K 0.04% 171
2021
Q4 		$3.28M Buy
54,168
+12,420
+30% +$826K 0.05% 150
2021
Q3 		$2.94M Sell
41,748
-1,500
-3% -$105K 0.05% 175
2021
Q2 		$3.04M Sell
43,248
-63
-0.1% -$4.66K 0.06% 179
2021
Q1 		$3.15M Buy
43,311
+5,985
+16% +$400K 0.07% 177
2020
Q4 		$2.29M Sell
37,326
-200,968
-84% -$10.2M 0.06% 180
2020
Q3 		$9.67M Sell
238,294
-1,860
-0.8% -$92.7K 0.41% 79
2020
Q2 		$11.6M Sell
240,154
-81,686
-25% -$3.88M 0.49% 65
2020
Q1 		$13.2M Buy
321,840
+1,744
+0.5% +$117K 0.67% 48
2019
Q4 		$25.4M Buy
320,096
+1,112
+0.3% +$82.2K 1.06% 36
2019
Q3 		$21M Buy
+318,984
New +$21.7M 1% 38

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 $3.38T AUM 44.17% 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

Phoenix Financial's C Position: Q2 2026 in Review

Phoenix Financial increased its Citigroup (C) stake by 0.56% in Q2 2026, buying an estimated $43.6K and bringing the position to 59,808 shares worth $8.41M. The position accounts for 0.06% of the portfolio, ranked #100.

Phoenix Financial first reported a position in C in Q3 2019 and has held it in 27 quarters since. The position peaked at $86.7M in Q1 2025. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Phoenix Financial held 59,808 shares of Citigroup worth $8.41M as of Q2 2026.
  • Phoenix Financial bought 335 Citigroup shares in Q2 2026, an estimated $43.6K.
  • Citigroup made up 0.06% of Phoenix Financial's portfolio in Q2 2026, its #100 holding.
  • Phoenix Financial first reported a position in Citigroup in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's Citigroup position peaked at $86.7M in Q1 2025.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.