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Team Financial Group’s Citigroup C Stock Holding History

Team Financial Group’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 		– Sell
-2
Closed -$227 – 84
2026
Q1 		$227 Hold
2
– – ﹤0.01% 272
2025
Q4 		$233 Buy
+2
New +$208 ﹤0.01% 267

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
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Team Financial Group's C Position: Q2 2026 in Review

Team Financial Group sold out of Citigroup (C) in Q2 2026, closing a stake of 2 shares — an estimated $227 sold.

Team Financial Group first reported a position in C in Q4 2025 and held it in 2 quarters. The position peaked at $233 in Q4 2025. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Team Financial Group reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 2 Citigroup shares in Q2 2026, an estimated $227.
  • Team Financial Group first reported a position in Citigroup in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's Citigroup position peaked at $233 in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.