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Solitude Financial Services’s Citigroup C Stock Holding History

Solitude 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 		$881K Sell
6,292
-3,895
-38% -$507K 0.24% 26
2026
Q1 		$1.34M Sell
10,187
-1,703
-14% -$194K 0.4% 23
2025
Q4 		$1.39M Sell
11,890
-210
-2% -$21.8K 0.46% 21
2025
Q3 		$1.23M Sell
12,100
-100
-0.8% -$9.49K 0.42% 20
2025
Q2 		$1.04M Sell
12,200
-4,296
-26% -$311K 0.38% 20
2025
Q1 		$1.17M Buy
16,496
+140
+0.9% +$10.7K 0.45% 20
2024
Q4 		$1.15M Sell
16,356
-549
-3% -$37K 0.5% 18
2024
Q3 		$1.06M Buy
16,905
+263
+2% +$16.3K 0.45% 19
2024
Q2 		$1.06M Buy
16,642
+377
+2% +$23.2K 0.49% 17
2024
Q1 		$1.03M Buy
16,265
+1,895
+13% +$105K 0.47% 22
2023
Q4 		$739K Buy
14,370
+120
+0.8% +$5.31K 0.4% 34
2023
Q3 		$586K Buy
14,250
+1,516
+12% +$66.5K 0.33% 38
2023
Q2 		$586K Buy
12,734
+1,135
+10% +$53.2K 0.33% 37
2023
Q1 		$544K Buy
11,599
+2,140
+23% +$105K 0.35% 37
2022
Q4 		$428K Buy
9,459
+841
+10% +$38.2K 0.29% 39
2022
Q3 		$359K Buy
8,618
+1,425
+20% +$70.4K 0.26% 40
2022
Q2 		$331K Buy
+7,193
New +$360K 0.23% 43
2021
Q2 		– Sell
-16,276
Closed -$1.18M – 42
2021
Q1 		$1.18M Sell
16,276
-1,295
-7% -$86.4K 0.95% 26
2020
Q4 		$1.08M Buy
+17,571
New +$893K 0.95% 25

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

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

Solitude Financial Services reduced its Citigroup (C) stake by 38% in Q2 2026, selling an estimated $507K and leaving 6,292 shares worth $881K. The position accounts for 0.24% of the portfolio, ranked #26.

Solitude Financial Services first reported a position in C in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Solitude Financial Services held 6,292 shares of Citigroup worth $881K as of Q2 2026.
  • Solitude Financial Services sold 3,895 Citigroup shares in Q2 2026, an estimated $507K.
  • Citigroup made up 0.24% of Solitude Financial Services's portfolio in Q2 2026, its #26 holding.
  • Solitude Financial Services first reported a position in Citigroup in Q4 2020 and has held it in 19 quarters since.
  • Solitude Financial Services's Citigroup position peaked at $1.39M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.