SFG
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Southern Financial Group’s Citigroup C Stock Holding History

Southern Financial Group’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 		$572K Sell
4,085
-266
-6% -$34.6K 0.15% 35
2026
Q1 		$493K Buy
4,351
+14
+0.3% +$1.59K 0.14% 37
2025
Q4 		$506K Buy
+4,337
New +$450K 0.14% 35

Other funds holding C

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Southern Financial Group's C Position: Q2 2026 in Review

Southern Financial Group reduced its Citigroup (C) stake by 6.1% in Q2 2026, selling an estimated $34.6K and leaving 4,085 shares worth $572K. The position accounts for 0.15% of the portfolio, ranked #35.

Southern Financial Group first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,440 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Southern Financial Group held 4,085 shares of Citigroup worth $572K as of Q2 2026.
  • Southern Financial Group sold 266 Citigroup shares in Q2 2026, an estimated $34.6K.
  • Citigroup made up 0.15% of Southern Financial Group's portfolio in Q2 2026, its #35 holding.
  • Southern Financial Group first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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