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Sowell Financial Services’s Citigroup C Stock Holding History

Sowell 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 		$1.7M Buy
12,167
+66
+0.5% +$8.59K 0.06% 346
2026
Q1 		$1.37M Sell
12,101
-274
-2% -$31.2K 0.05% 380
2025
Q4 		$1.44M Buy
12,375
+161
+1% +$16.7K 0.05% 348
2025
Q3 		$1.24M Buy
12,214
+474
+4% +$45K 0.05% 376
2025
Q2 		$999K Sell
11,740
-1,580
-12% -$114K 0.04% 412
2025
Q1 		$946K Sell
13,320
-987
-7% -$75.3K 0.04% 404
2024
Q4 		$1.01M Sell
14,307
-3,988
-22% -$269K 0.05% 309
2024
Q3 		$1.15M Sell
18,295
-1,690
-8% -$105K 0.05% 321
2024
Q2 		$1.27M Sell
19,985
-2,401
-11% -$148K 0.06% 299
2024
Q1 		$1.42M Sell
22,386
-3,896
-15% -$217K 0.07% 287
2023
Q4 		$1.35M Sell
26,282
-13,478
-34% -$597K 0.07% 281
2023
Q3 		$1.64M Sell
39,760
-7,172
-15% -$315K 0.1% 225
2023
Q2 		$2.16M Buy
46,932
+6,078
+15% +$285K 0.12% 197
2023
Q1 		$1.92M Sell
40,854
-9,071
-18% -$445K 0.15% 162
2022
Q4 		$2.26M Buy
49,925
+19,618
+65% +$891K 0.15% 167
2022
Q3 		$1.26M Buy
30,307
+1,860
+7% +$91.9K 0.13% 207
2022
Q2 		$1.31M Buy
28,447
+14,700
+107% +$735K 0.12% 145
2022
Q1 		$679K Sell
13,747
-16,187
-54% -$1,000K 0.12% 117
2021
Q4 		$1.81M Sell
29,934
-263
-0.9% -$17.5K 0.1% 212
2021
Q3 		$2.12M Sell
30,197
-6,925
-19% -$484K 0.14% 166
2021
Q2 		$2.63M Sell
37,122
-13,254
-26% -$981K 0.17% 148
2021
Q1 		$3.77M Sell
50,376
-4,782
-9% -$319K 0.13% 148
2020
Q4 		$3.4M Buy
55,158
+2,367
+4% +$120K 0.15% 131
2020
Q3 		$2.28M Buy
52,791
+20,053
+61% +$999K 0.11% 162
2020
Q2 		$1.67M Buy
32,738
+8,347
+34% +$396K 0.09% 199
2020
Q1 		$1.03M Buy
24,391
+1,091
+5% +$73.2K 0.08% 244
2019
Q4 		$1.86M Sell
23,300
-3,253
-12% -$240K 0.14% 157
2019
Q3 		$1.83M Buy
+26,553
New +$1.81M 0.15% 140
2019
Q1 		$912K Buy
14,655
+1,244
+9% +$77.3K 0.1% 217
2018
Q4 		$698K Buy
+13,411
New +$849K 0.1% 214

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

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

Sowell Financial Services increased its Citigroup (C) stake by 0.55% in Q2 2026, buying an estimated $8.59K and bringing the position to 12,167 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #346.

Sowell Financial Services first reported a position in C in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.77M in Q1 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sowell Financial Services held 12,167 shares of Citigroup worth $1.7M as of Q2 2026.
  • Sowell Financial Services bought 66 Citigroup shares in Q2 2026, an estimated $8.59K.
  • Citigroup made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #346 holding.
  • Sowell Financial Services first reported a position in Citigroup in Q4 2018 and has held it in 30 quarters since.
  • Sowell Financial Services's Citigroup position peaked at $3.77M in Q1 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.