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Polaris Financial Partners’s Citigroup C Stock Holding History

Polaris Financial 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
Q3 		$78K Buy
+600
New +$80.8K 0.03% 149

Other funds holding C

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Polaris Financial Partners's C Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Citigroup (C) in Q3 2026: 600 shares worth $78K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

11 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Polaris Financial Partners held 600 shares of Citigroup worth $78K as of Q3 2026.
  • Citigroup was a new Polaris Financial Partners position in Q3 2026.
  • Citigroup made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #149 holding.
  • 11 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.