USA FINANCIAL FORMULAS’s Citigroup C Stock Holding History

USA FINANCIAL FORMULAS’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	$560K	Buy	+4,003	New	+$521K	0.1%	78

Other funds holding C

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

USA FINANCIAL FORMULAS's C Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Citigroup (C) in Q2 2026: 4,003 shares worth $560K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings.

1,337 funds tracked by Wall St. Rank hold C as of Q2 2026.

USA FINANCIAL FORMULAS held 4,003 shares of Citigroup worth $560K as of Q2 2026.
Citigroup was a new USA FINANCIAL FORMULAS position in Q2 2026.
Citigroup made up 0.1% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #78 holding.
1,337 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.