Sunrise Financial Services’s Citigroup C Stock Holding History

Sunrise 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	$13.6K	Hold	97	–	–	0.01%	214
2026 Q1	$11K	Hold	97	–	–	0.01%	224
2025 Q4	$11.3K	Buy	+97	New	+$10.1K	0.01%	204

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sunrise Financial Services held its Citigroup (C) position steady in Q2 2026 at 97 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #214.

Sunrise Financial Services first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Sunrise Financial Services held 97 shares of Citigroup worth $13.6K as of Q2 2026.
Sunrise Financial Services left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #214 holding.
Sunrise Financial Services first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.