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TPG Financial Advisors’s Citigroup C Stock Holding History

TPG Financial Advisors’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 		$245K Buy
+1,748
New +$228K 0.07% 74
2026
Q1 		– Sell
-1,748
Closed -$204K – 77
2025
Q4 		$204K Buy
+1,748
New +$182K 0.07% 74

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TPG Financial Advisors's C Position: Q2 2026 in Review

TPG Financial Advisors opened a new position in Citigroup (C) in Q2 2026: 1,748 shares worth $245K. The stake represents 0.07% of the portfolio and ranks #74 among its holdings. This is a return to the name: TPG Financial Advisors previously reported a position in C as recently as Q4 2025.

TPG Financial Advisors first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • TPG Financial Advisors held 1,748 shares of Citigroup worth $245K as of Q2 2026.
  • Citigroup was a new TPG Financial Advisors position in Q2 2026.
  • Citigroup made up 0.07% of TPG Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • TPG Financial Advisors first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.