TFC Financial Management’s Citigroup C Stock Holding History

TFC Financial Management’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	$270K	Buy	1,930 +1,605	+494%	+$209K	0.03%	123
2026 Q1	$36.9K	Sell	325 -34	-9%	-$3.87K	﹤0.01%	297
2025 Q4	$41.9K	Hold	359	–	–	0.01%	287
2025 Q3	$36.4K	Buy	359 +34	+10%	+$3.23K	﹤0.01%	297
2025 Q2	$27.7K	Hold	325	–	–	﹤0.01%	311
2025 Q1	$23.1K	Hold	325	–	–	﹤0.01%	311
2024 Q4	$22.9K	Hold	325	–	–	﹤0.01%	300
2024 Q3	$20.3K	Sell	325 -18	-5%	-$1.11K	﹤0.01%	324
2024 Q2	$21.8K	Buy	343 +18	+6%	+$1.11K	﹤0.01%	292
2024 Q1	$20.6K	Buy	325 +109	+50%	+$6.07K	﹤0.01%	290
2023 Q4	$11.1K	Buy	216 +61	+39%	+$2.7K	﹤0.01%	326
2023 Q3	$6.38K	Sell	155 -15	-9%	-$658	﹤0.01%	372
2023 Q2	$7.83K	Buy	+170	New	+$7.96K	﹤0.01%	348
2022 Q3	–	Sell	-31	Closed	-$1K	–	534
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	443
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	405
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	454
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	442
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	430
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	420
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	417
2020 Q3	$1K	Buy	+31	New	+$1.54K	﹤0.01%	440

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 $3.38T AUM 44.17% 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

TFC Financial Management's C Position: Q2 2026 in Review

TFC Financial Management increased its Citigroup (C) stake by 494% in Q2 2026, buying an estimated $209K and bringing the position to 1,930 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #123.

TFC Financial Management first reported a position in C in Q3 2020 and has held it in 21 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

TFC Financial Management held 1,930 shares of Citigroup worth $270K as of Q2 2026.
TFC Financial Management bought 1,605 Citigroup shares in Q2 2026, an estimated $209K.
Citigroup made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #123 holding.
TFC Financial Management first reported a position in Citigroup in Q3 2020 and has held it in 21 quarters since.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.