SFC
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SYM Financial Corp’s Citigroup C Stock Holding History

SYM Financial Corp’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
Q1 		$664K Buy
5,856
+47
+0.8% +$5.35K 0.07% 95
2025
Q4 		$678K Buy
5,809
+66
+1% +$6.85K 0.07% 85
2025
Q3 		$583K Sell
5,743
-1,967
-26% -$187K 0.06% 97
2025
Q2 		$656K Sell
7,710
-531
-6% -$38.4K 0.07% 96
2025
Q1 		$585K Buy
8,241
+1,098
+15% +$83.7K 0.07% 88
2024
Q4 		$503K Buy
7,143
+994
+16% +$67K 0.07% 94
2024
Q3 		$385K Buy
6,149
+344
+6% +$21.3K 0.05% 93
2024
Q2 		$368K Buy
+5,805
New +$358K 0.06% 77

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's C Position: Q1 2026 in Review

SYM Financial Corp increased its Citigroup (C) stake by 0.81% in Q1 2026, buying an estimated $5.35K and bringing the position to 5,856 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #95.

SYM Financial Corp first reported a position in C in Q2 2024 and has held it in 8 quarters since. The position peaked at $678K in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • SYM Financial Corp held 5,856 shares of Citigroup worth $664K as of Q1 2026.
  • SYM Financial Corp bought 47 Citigroup shares in Q1 2026, an estimated $5.35K.
  • Citigroup made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #95 holding.
  • SYM Financial Corp first reported a position in Citigroup in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Citigroup position peaked at $678K in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.