Root Financial Partners’s Citigroup C Stock Holding History

Root 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 Q2	$774K	Buy	5,528 +1,006	+22%	+$131K	0.03%	144
2026 Q1	$513K	Sell	4,522 -489	-10%	-$55.7K	0.02%	158
2025 Q4	$585K	Buy	5,011 +571	+13%	+$59.3K	0.03%	146
2025 Q3	$451K	Buy	4,440 +209	+5%	+$19.8K	0.03%	158
2025 Q2	$360K	Buy	+4,231	New	+$306K	0.03%	163

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

Root Financial Partners's C Position: Q2 2026 in Review

Root Financial Partners increased its Citigroup (C) stake by 22% in Q2 2026, buying an estimated $131K and bringing the position to 5,528 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #144.

Root Financial Partners first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

Root Financial Partners held 5,528 shares of Citigroup worth $774K as of Q2 2026.
Root Financial Partners bought 1,006 Citigroup shares in Q2 2026, an estimated $131K.
Citigroup made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #144 holding.
Root Financial Partners first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.