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Sovereign Financial Group’s Citigroup C Stock Holding History

Sovereign 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 		$521K Buy
3,723
+56
+2% +$7.29K 0.08% 216
2026
Q1 		$416K Buy
3,667
+285
+8% +$32.5K 0.07% 234
2025
Q4 		$395K Buy
3,382
+882
+35% +$91.6K 0.07% 227
2025
Q3 		$254K Buy
+2,500
New +$237K 0.05% 285

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

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

Sovereign Financial Group increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $7.29K and bringing the position to 3,723 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #216.

Sovereign Financial Group first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sovereign Financial Group held 3,723 shares of Citigroup worth $521K as of Q2 2026.
  • Sovereign Financial Group bought 56 Citigroup shares in Q2 2026, an estimated $7.29K.
  • Citigroup made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #216 holding.
  • Sovereign Financial Group first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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