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44 Wealth Management’s Citigroup C Stock Holding History

44 Wealth Management’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 		$3.77M Sell
26,940
-1,218
-4% -$159K 1.25% 14
2026
Q1 		$3.19M Sell
28,158
-4,543
-14% -$517K 1.12% 19
2025
Q4 		$3.82M Sell
32,701
-4,196
-11% -$436K 1.28% 11
2025
Q3 		$3.75M Buy
36,897
+1,175
+3% +$111K 1.27% 10
2025
Q2 		$3.04M Sell
35,722
-908
-2% -$65.6K 1.08% 15
2025
Q1 		$2.6M Sell
36,630
-248
-0.7% -$18.9K 0.98% 27
2024
Q4 		$2.6M Sell
36,878
-2,707
-7% -$182K 1% 26
2024
Q3 		$2.5M Buy
+39,585
New +$2.45M 0.88% 30
2023
Q2 		$1.13M Sell
24,597
-313
-1% -$14.7K 0.39% 63
2023
Q1 		$1.17M Buy
24,910
+653
+3% +$32K 0.4% 68
2022
Q4 		$1.1M Sell
24,257
-3,208
-12% -$146K 0.38% 67
2022
Q3 		$1.14M Sell
27,465
-138
-0.5% -$6.82K 0.47% 58
2022
Q2 		$1.27M Buy
27,603
+4,182
+18% +$209K 0.49% 54
2022
Q1 		$1.25M Buy
23,421
+1,099
+5% +$67.9K 0.45% 59
2021
Q4 		$1.35M Sell
22,322
-3,145
-12% -$209K 0.47% 55
2021
Q3 		$1.79M Sell
25,467
-263
-1% -$18.4K 0.68% 43
2021
Q2 		$1.82M Sell
25,730
-772
-3% -$57.1K 0.7% 41
2021
Q1 		$1.93M Buy
26,502
+4,022
+18% +$268K 0.81% 37
2020
Q4 		$1.39M Buy
+22,480
New +$1.14M 0.63% 38

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

44 Wealth Management's C Position: Q2 2026 in Review

44 Wealth Management reduced its Citigroup (C) stake by 4.3% in Q2 2026, selling an estimated $159K and leaving 26,940 shares worth $3.77M. The position accounts for 1.25% of the portfolio, ranked #14.

44 Wealth Management first reported a position in C in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.82M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • 44 Wealth Management held 26,940 shares of Citigroup worth $3.77M as of Q2 2026.
  • 44 Wealth Management sold 1,218 Citigroup shares in Q2 2026, an estimated $159K.
  • Citigroup made up 1.25% of 44 Wealth Management's portfolio in Q2 2026, its #14 holding.
  • 44 Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Citigroup position peaked at $3.82M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.