TCA
C icon

Trifecta Capital Advisors’s Citigroup C Stock Holding History

Trifecta Capital 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 		$2.8K Buy
+20
New +$2.6K ﹤0.01% 284
2025
Q4 		– Sell
-65
Closed -$6.6K – 284
2025
Q3 		$6.6K Sell
65
-203
-76% -$19.3K ﹤0.01% 258
2025
Q2 		$22.8K Buy
268
+203
+312% +$14.7K ﹤0.01% 212
2025
Q1 		$4.62K Hold
65
– – ﹤0.01% 243
2024
Q4 		$4.58K Hold
65
– – ﹤0.01% 236
2024
Q3 		$4.07K Hold
65
– – ﹤0.01% 245
2024
Q2 		$4.13K Hold
65
– – ﹤0.01% 252
2024
Q1 		$4.11K Hold
65
– – ﹤0.01% 241
2023
Q4 		$3.34K Sell
65
-12
-16% -$531 ﹤0.01% 279
2023
Q3 		$3.17K Sell
77
-1,740
-96% -$76.4K ﹤0.01% 264
2023
Q2 		$83.7K Hold
1,817
– – 0.03% 115
2023
Q1 		$85.2K Hold
1,817
– – 0.03% 116
2022
Q4 		$82.2K Buy
+1,817
New +$82.5K 0.03% 107

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 $3.37T 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
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

Trifecta Capital Advisors's C Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Citigroup (C) in Q2 2026: 20 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in C as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in C in Q4 2022 and has held it in 13 quarters since. The position peaked at $85.2K in Q1 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Trifecta Capital Advisors held 20 shares of Citigroup worth $2.8K as of Q2 2026.
  • Citigroup was a new Trifecta Capital Advisors position in Q2 2026.
  • Citigroup made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #284 holding.
  • Trifecta Capital Advisors first reported a position in Citigroup in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's Citigroup position peaked at $85.2K in Q1 2023.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.