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Aaron Wealth Advisors’s Citigroup C Stock Holding History

Aaron 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 		$4.11M Buy
29,376
+719
+3% +$93.6K 0.21% 62
2026
Q1 		$3.25M Sell
28,657
-1,561
-5% -$178K 0.18% 72
2025
Q4 		$3.53M Buy
30,218
+3,374
+13% +$350K 0.19% 69
2025
Q3 		$2.72M Buy
26,844
+13,972
+109% +$1.33M 0.16% 74
2025
Q2 		$1.1M Buy
12,872
+1,269
+11% +$91.7K 0.11% 124
2025
Q1 		$824K Buy
11,603
+947
+9% +$72.2K 0.09% 144
2024
Q4 		$750K Buy
10,656
+886
+9% +$59.7K 0.09% 148
2024
Q3 		$612K Buy
9,770
+2,732
+39% +$169K 0.07% 167
2024
Q2 		$447K Buy
7,038
+1,247
+22% +$76.9K 0.06% 176
2024
Q1 		$366K Buy
5,791
+1,661
+40% +$92.4K 0.05% 197
2023
Q4 		$212K Buy
+4,130
New +$183K 0.04% 237
2022
Q2 		– Sell
-1,846
Closed -$98.6K – 289
2022
Q1 		$98.6K Buy
+1,846
New +$114K 0.02% 277

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

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

Aaron Wealth Advisors increased its Citigroup (C) stake by 2.5% in Q2 2026, buying an estimated $93.6K and bringing the position to 29,376 shares worth $4.11M. The position accounts for 0.21% of the portfolio, ranked #62.

Aaron Wealth Advisors first reported a position in C in Q1 2022 and has held it in 12 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aaron Wealth Advisors held 29,376 shares of Citigroup worth $4.11M as of Q2 2026.
  • Aaron Wealth Advisors bought 719 Citigroup shares in Q2 2026, an estimated $93.6K.
  • Citigroup made up 0.21% of Aaron Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Aaron Wealth Advisors first reported a position in Citigroup in Q1 2022 and has held it in 12 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.