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Abound Wealth Management’s Citigroup C Stock Holding History

Abound 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 		$58.5K Sell
418
-605
-59% -$78.8K 0.01% 216
2026
Q1 		$116K Buy
1,023
+436
+74% +$49.6K 0.03% 138
2025
Q4 		$68.5K Buy
587
+229
+64% +$23.8K 0.02% 182
2025
Q3 		$36.4K Buy
358
+74
+26% +$7.02K 0.01% 257
2025
Q2 		$24.2K Hold
284
– – 0.01% 299
2025
Q1 		$20.2K Sell
284
-78
-22% -$5.95K 0.01% 292
2024
Q4 		$25.5K Sell
362
-182
-33% -$12.3K 0.01% 249
2024
Q3 		$34.1K Buy
544
+225
+71% +$13.9K 0.01% 222
2024
Q2 		$20.3K Sell
319
-3
-0.9% -$185 0.01% 251
2024
Q1 		$20.4K Buy
322
+18
+6% +$1K 0.01% 245
2023
Q4 		$15.6K Buy
304
+53
+21% +$2.35K 0.01% 309
2023
Q3 		$10.3K Sell
251
-113
-31% -$4.96K ﹤0.01% 325
2023
Q2 		$16.8K Buy
364
+111
+44% +$5.2K 0.01% 244
2023
Q1 		$11.8K Buy
253
+55
+28% +$2.7K 0.01% 268
2022
Q4 		$8.94K Buy
198
+56
+39% +$2.54K ﹤0.01% 273
2022
Q3 		$5.91K Buy
+142
New +$7.01K ﹤0.01% 341

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

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

Abound Wealth Management reduced its Citigroup (C) stake by 59% in Q2 2026, selling an estimated $78.8K and leaving 418 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #216.

Abound Wealth Management first reported a position in C in Q3 2022 and has held it in 16 quarters since. The position peaked at $116K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Abound Wealth Management held 418 shares of Citigroup worth $58.5K as of Q2 2026.
  • Abound Wealth Management sold 605 Citigroup shares in Q2 2026, an estimated $78.8K.
  • Citigroup made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Abound Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Citigroup position peaked at $116K in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.