True Link Financial Advisors’s Citigroup C Stock Holding History

True Link 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	–	Sell	-163	Closed	-$18.5K	–	137
2026 Q1	$18.5K	Buy	+163	New	+$18.6K	﹤0.01%	288

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 $3.37T AUM 44.26% 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

True Link Financial Advisors's C Position: Q2 2026 in Review

True Link Financial Advisors sold out of Citigroup (C) in Q2 2026, closing a stake of 163 shares — an estimated $18.5K sold.

True Link Financial Advisors first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $18.5K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

True Link Financial Advisors reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 163 Citigroup shares in Q2 2026, an estimated $18.5K.
True Link Financial Advisors first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
True Link Financial Advisors's Citigroup position peaked at $18.5K in Q1 2026.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.