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Souders Financial Advisors’s Citigroup C Stock Holding History

Souders 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 		$255K Sell
1,824
-68
-4% -$8.85K 0.03% 204
2026
Q1 		$215K Buy
1,892
+143
+8% +$16.3K 0.02% 210
2025
Q4 		$204K Buy
+1,749
New +$182K 0.02% 204

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Souders Financial Advisors reduced its Citigroup (C) stake by 3.6% in Q2 2026, selling an estimated $8.85K and leaving 1,824 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #204.

Souders Financial Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Souders Financial Advisors held 1,824 shares of Citigroup worth $255K as of Q2 2026.
  • Souders Financial Advisors sold 68 Citigroup shares in Q2 2026, an estimated $8.85K.
  • Citigroup made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Souders Financial Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.