5T Wealth’s Citigroup C Stock Holding History

5T Wealth’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	$300K	Sell	2,145 -6	-0.3%	-$781	0.11%	112
2026 Q1	$244K	Buy	2,151 +42	+2%	+$4.78K	0.1%	122
2025 Q4	$246K	Sell	2,109 -44	-2%	-$4.57K	0.1%	117
2025 Q3	$219K	Buy	+2,153	New	+$204K	0.1%	108

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

5T Wealth's C Position: Q2 2026 in Review

5T Wealth reduced its Citigroup (C) stake by 0.28% in Q2 2026, selling an estimated $781 and leaving 2,145 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #112.

5T Wealth first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

5T Wealth held 2,145 shares of Citigroup worth $300K as of Q2 2026.
5T Wealth sold 6 Citigroup shares in Q2 2026, an estimated $781.
Citigroup made up 0.11% of 5T Wealth's portfolio in Q2 2026, its #112 holding.
5T Wealth first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.