SFA
C icon

Spectrum Financial Alliance’s Citigroup C Stock Holding History

Spectrum Financial Alliance’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
2021
Q2 		$2.72M Buy
+22,500
New +$1.66M 1.27% 11
2018
Q4 		– Sell
-4,023
Closed -$101K – 102
2018
Q3 		$101K Buy
+4,023
New +$284K 0.06% 20

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Spectrum Financial Alliance's C Position: Q2 2026 in Review

Spectrum Financial Alliance reduced its Citigroup (C) stake by 2.7% in Q2 2026, selling an estimated $2.32M and leaving 640,623 shares worth $89.7M. The position accounts for 13.2% of the portfolio, ranked #1.

Spectrum Financial Alliance first reported a position in C in Q1 2018 and has held it in 32 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Spectrum Financial Alliance held 640,623 shares of Citigroup worth $89.7M as of Q2 2026.
  • Spectrum Financial Alliance sold 17,822 Citigroup shares in Q2 2026, an estimated $2.32M.
  • Citigroup made up 13.2% of Spectrum Financial Alliance's portfolio in Q2 2026, its #1 holding.
  • Spectrum Financial Alliance first reported a position in Citigroup in Q1 2018 and has held it in 32 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.