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Richardson Financial Services’s Citigroup C Stock Holding History

Richardson Financial Services’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 		$658K Buy
4,701
+1,360
+41% +$177K 0.37% 64
2026
Q1 		$379K Buy
3,341
+46
+1% +$5.24K 0.24% 108
2025
Q4 		$385K Buy
3,295
+1,115
+51% +$116K 0.12% 103
2025
Q3 		$221K Sell
2,180
-90
-4% -$8.54K 0.14% 139
2025
Q2 		$196K Buy
2,270
+130
+6% +$9.4K 0.13% 150
2025
Q1 		$152K Sell
2,140
-20
-0.9% -$1.52K 0.12% 163
2024
Q4 		$152K Sell
2,160
-75
-3% -$5.05K 0.11% 165
2024
Q3 		$142K Hold
2,235
– – 0.09% 177
2024
Q2 		$142K Buy
2,235
+50
+2% +$3.08K 0.1% 167
2024
Q1 		$138K Buy
2,185
+40
+2% +$2.23K 0.1% 173
2023
Q4 		$110K Buy
+2,145
New +$95K 0.1% 166

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

Richardson Financial Services's C Position: Q2 2026 in Review

Richardson Financial Services increased its Citigroup (C) stake by 41% in Q2 2026, buying an estimated $177K and bringing the position to 4,701 shares worth $658K. The position accounts for 0.37% of the portfolio, ranked #64.

Richardson Financial Services first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Richardson Financial Services held 4,701 shares of Citigroup worth $658K as of Q2 2026.
  • Richardson Financial Services bought 1,360 Citigroup shares in Q2 2026, an estimated $177K.
  • Citigroup made up 0.37% of Richardson Financial Services's portfolio in Q2 2026, its #64 holding.
  • Richardson Financial Services first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.