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Symphony Financial’s Citigroup C Stock Holding History

Symphony Financial’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 		$656K Buy
4,647
+2,636
+131% +$343K 0.07% 171
2026
Q1 		$221K Sell
2,011
-237
-11% -$27K 0.03% 289
2025
Q4 		$263K Sell
2,248
-317
-12% -$32.9K 0.04% 242
2025
Q3 		$257K Sell
2,565
-831
-24% -$78.9K 0.03% 239
2025
Q2 		$286K Buy
+3,396
New +$245K 0.04% 206
2025
Q1 		– Sell
-2,468
Closed -$202K – 118
2024
Q4 		$202K Buy
+2,468
New +$166K 0.03% 220
2024
Q3 		– Sell
-3,674
Closed -$228K – 228
2024
Q2 		$228K Buy
+3,674
New +$227K 0.04% 194
2022
Q2 		– Sell
-4,060
Closed -$203K – 182
2022
Q1 		$203K Buy
4,060
+81
+2% +$5K 0.05% 184
2021
Q4 		$251K Buy
3,979
+1,136
+40% +$75.5K 0.07% 164
2021
Q3 		$203K Buy
+2,843
New +$199K 0.07% 167

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Symphony Financial's C Position: Q2 2026 in Review

Symphony Financial increased its Citigroup (C) stake by 131% in Q2 2026, buying an estimated $343K and bringing the position to 4,647 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #171.

Symphony Financial first reported a position in C in Q3 2021 and has held it in 10 quarters since. 2,249 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Symphony Financial held 4,647 shares of Citigroup worth $656K as of Q2 2026.
  • Symphony Financial bought 2,636 Citigroup shares in Q2 2026, an estimated $343K.
  • Citigroup made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #171 holding.
  • Symphony Financial first reported a position in Citigroup in Q3 2021 and has held it in 10 quarters since.
  • 2,249 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.