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180 Wealth Advisors’s Citigroup C Stock Holding History

180 Wealth 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 		$306K Sell
2,186
-76
-3% -$9.89K 0.03% 379
2026
Q1 		$257K Sell
2,262
-88
-4% -$10K 0.03% 394
2025
Q4 		$274K Buy
2,350
+26
+1% +$2.7K 0.03% 385
2025
Q3 		$236K Sell
2,324
-101
-4% -$9.58K 0.03% 405
2025
Q2 		$206K Buy
+2,425
New +$175K 0.03% 395
2022
Q4 		– Sell
-5,957
Closed -$248K – 369
2022
Q3 		$248K Sell
5,957
-311
-5% -$15.4K 0.07% 279
2022
Q2 		$294K Sell
6,268
-2,522
-29% -$126K 0.08% 262
2022
Q1 		$465K Sell
8,790
-469
-5% -$29K 0.1% 185
2021
Q4 		$586K Sell
9,259
-696
-7% -$46.3K 0.13% 154
2021
Q3 		$720K Buy
9,955
+5
+0.1% +$350 0.16% 131
2021
Q2 		$726K Sell
9,950
-51
-0.5% -$3.77K 0.17% 127
2021
Q1 		$777K Buy
10,001
+127
+1% +$8.48K 0.19% 119
2020
Q4 		$629K Sell
9,874
-635
-6% -$32.3K 0.18% 123
2020
Q3 		$457K Sell
10,509
-1,064
-9% -$53K 0.17% 124
2020
Q2 		$581K Sell
11,573
-416
-3% -$19.7K 0.23% 99
2020
Q1 		$470K Buy
11,989
+551
+5% +$37K 0.24% 105
2019
Q4 		$929K Sell
11,438
-474
-4% -$35K 0.37% 77
2019
Q3 		$835K Sell
11,912
-2,697
-18% -$183K 0.37% 72
2019
Q2 		$999K Buy
14,609
+4,919
+51% +$329K 0.45% 60
2019
Q1 		$660K Buy
9,690
+5,389
+125% +$335K 0.3% 93
2018
Q4 		$309K Hold
4,301
– – 0.14% 175
2018
Q3 		$309K Sell
4,301
-483
-10% -$34.1K 0.14% 176
2018
Q2 		$320K Sell
4,784
-164
-3% -$11.3K 0.16% 174
2018
Q1 		$337K Sell
4,948
-249
-5% -$18.7K 0.18% 151
2017
Q4 		$387K Buy
+5,197
New +$384K 0.2% 132

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

180 Wealth Advisors's C Position: Q2 2026 in Review

180 Wealth Advisors reduced its Citigroup (C) stake by 3.4% in Q2 2026, selling an estimated $9.89K and leaving 2,186 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #379.

180 Wealth Advisors first reported a position in C in Q4 2017 and has held it in 25 quarters since. The position peaked at $999K in Q2 2019. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • 180 Wealth Advisors held 2,186 shares of Citigroup worth $306K as of Q2 2026.
  • 180 Wealth Advisors sold 76 Citigroup shares in Q2 2026, an estimated $9.89K.
  • Citigroup made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #379 holding.
  • 180 Wealth Advisors first reported a position in Citigroup in Q4 2017 and has held it in 25 quarters since.
  • 180 Wealth Advisors's Citigroup position peaked at $999K in Q2 2019.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.