XF
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XML Financial’s Citigroup C Stock Holding History

XML Financial’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 		$422K Hold
3,015
– – 0.03% 313
2026
Q1 		$342K Sell
3,015
-798
-21% -$90.9K 0.03% 320
2025
Q4 		$445K Buy
+3,813
New +$396K 0.04% 277
2023
Q2 		– Sell
-6,813
Closed -$319K – 343
2023
Q1 		$319K Sell
6,813
-179
-3% -$8.78K 0.04% 259
2022
Q4 		$316K Sell
6,992
-6,491
-48% -$295K 0.04% 251
2022
Q3 		$562K Buy
+13,483
New +$666K 0.08% 186
2022
Q2 		– Sell
-111,245
Closed -$5.94M – 249
2022
Q1 		$5.94M Buy
111,245
+1,294
+1% +$79.9K 0.71% 43
2021
Q4 		$6.64M Buy
109,951
+12,363
+13% +$822K 0.8% 37
2021
Q3 		$6.85M Buy
+97,588
New +$6.82M 0.91% 32

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

XML Financial's C Position: Q2 2026 in Review

XML Financial held its Citigroup (C) position steady in Q2 2026 at 3,015 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #313.

XML Financial first reported a position in C in Q3 2021 and has held it in 9 quarters since. The position peaked at $6.85M in Q3 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • XML Financial held 3,015 shares of Citigroup worth $422K as of Q2 2026.
  • XML Financial left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.03% of XML Financial's portfolio in Q2 2026, its #313 holding.
  • XML Financial first reported a position in Citigroup in Q3 2021 and has held it in 9 quarters since.
  • XML Financial's Citigroup position peaked at $6.85M in Q3 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.