QFA
C icon

Quantum Financial Advisors’s Citigroup C Stock Holding History

Quantum Financial Advisors’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 		$322K Buy
2,299
+3
+0.1% +$391 0.03% 168
2026
Q1 		$260K Sell
2,296
-60
-3% -$6.83K 0.03% 188
2025
Q4 		$275K Buy
2,356
+5
+0.2% +$519 0.03% 167
2025
Q3 		$239K Buy
+2,351
New +$223K 0.03% 166

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Quantum Financial Advisors's C Position: Q2 2026 in Review

Quantum Financial Advisors increased its Citigroup (C) stake by 0.13% in Q2 2026, buying an estimated $391 and bringing the position to 2,299 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #168.

Quantum Financial Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Quantum Financial Advisors held 2,299 shares of Citigroup worth $322K as of Q2 2026.
  • Quantum Financial Advisors bought 3 Citigroup shares in Q2 2026, an estimated $391.
  • Citigroup made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • Quantum Financial Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.