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Abundance Wealth Counselors’s Citigroup C Stock Holding History

Abundance Wealth Counselors’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 		$319K Buy
2,282
+121
+6% +$15.8K 0.02% 223
2026
Q1 		$245K Buy
+2,161
New +$246K 0.04% 207
2025
Q2 		– Sell
-18,523
Closed -$1.31M – 166
2025
Q1 		$1.31M Buy
18,523
+93
+0.5% +$7.09K 0.28% 65
2024
Q4 		$1.3M Buy
18,430
+376
+2% +$25.3K 0.28% 56
2024
Q3 		$1.13M Buy
+18,054
New +$1.12M 0.23% 75
2024
Q2 		– Sell
-17,738
Closed -$1.12M – 79
2024
Q1 		$1.12M Buy
17,738
+2,234
+14% +$124K 0.26% 67
2023
Q4 		$798K Buy
15,504
+462
+3% +$20.5K 0.21% 77
2023
Q3 		$619K Buy
+15,042
New +$660K 0.18% 84
2023
Q2 		– Sell
-14,853
Closed -$696K – 79
2023
Q1 		$696K Sell
14,853
-16,131
-52% -$792K 0.18% 84
2022
Q4 		$1.4M Sell
30,984
-1,883
-6% -$85.5K 0.38% 46
2022
Q3 		$1.37M Buy
32,867
+1,538
+5% +$76K 0.39% 35
2022
Q2 		$1.44M Buy
31,329
+4,760
+18% +$238K 0.39% 37
2022
Q1 		$1.42M Buy
26,569
+2,591
+11% +$160K 0.39% 46
2021
Q4 		$1.45M Buy
+23,978
New +$1.59M 0.37% 42
2021
Q3 		– Sell
-21,329
Closed -$1.51M – 56
2021
Q2 		$1.51M Buy
21,329
+19,786
+1,282% +$1.46M 0.39% 30
2021
Q1 		$112K Buy
+1,543
New +$103K 0.03% 109

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

Abundance Wealth Counselors's C Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Citigroup (C) stake by 5.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,282 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #223.

Abundance Wealth Counselors first reported a position in C in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.51M in Q2 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Abundance Wealth Counselors held 2,282 shares of Citigroup worth $319K as of Q2 2026.
  • Abundance Wealth Counselors bought 121 Citigroup shares in Q2 2026, an estimated $15.8K.
  • Citigroup made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #223 holding.
  • Abundance Wealth Counselors first reported a position in Citigroup in Q1 2021 and has held it in 16 quarters since.
  • Abundance Wealth Counselors's Citigroup position peaked at $1.51M in Q2 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.