Resurgent Financial Advisors’s Citigroup C Stock Holding History

Resurgent 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	$486K	Buy	+3,470	New	+$452K	0.14%	167
2024 Q2	–	Sell	-3,636	Closed	-$230K	–	179
2024 Q1	$230K	Sell	3,636 -1,518	-29%	-$84.5K	0.12%	166
2023 Q4	$265K	Sell	5,154 -1,922	-27%	-$85.1K	0.16%	140
2023 Q3	$291K	Sell	7,076 -687	-9%	-$30.2K	0.2%	114
2023 Q2	$357K	Buy	7,763 +1,303	+20%	+$61K	0.24%	96
2023 Q1	$303K	Sell	6,460 -447	-6%	-$21.9K	0.2%	105
2022 Q4	$312K	Buy	6,907 +882	+15%	+$40.1K	0.16%	139
2022 Q3	$251K	Buy	+6,025	New	+$298K	0.17%	153

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Resurgent Financial Advisors opened a new position in Citigroup (C) in Q2 2026: 3,470 shares worth $486K. The stake represents 0.14% of the portfolio and ranks #167 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in C as recently as Q1 2024.

Resurgent Financial Advisors first reported a position in C in Q3 2022 and has held it in 8 quarters since. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

Resurgent Financial Advisors held 3,470 shares of Citigroup worth $486K as of Q2 2026.
Citigroup was a new Resurgent Financial Advisors position in Q2 2026.
Citigroup made up 0.14% of Resurgent Financial Advisors's portfolio in Q2 2026, its #167 holding.
Resurgent Financial Advisors first reported a position in Citigroup in Q3 2022 and has held it in 8 quarters since.
2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.