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Accel Wealth Management’s Citigroup C Stock Holding History

Accel 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 		$753K Sell
5,381
-165
-3% -$21.5K 0.17% 119
2026
Q1 		$629K Buy
5,546
+1,386
+33% +$158K 0.16% 129
2025
Q4 		$485K Buy
4,160
+437
+12% +$45.4K 0.13% 154
2025
Q3 		$378K Sell
3,723
-92
-2% -$8.73K 0.11% 179
2025
Q2 		$325K Sell
3,815
-177
-4% -$12.8K 0.11% 188
2025
Q1 		$283K Sell
3,992
-588
-13% -$44.8K 0.1% 193
2024
Q4 		$322K Sell
4,580
-79
-2% -$5.32K 0.12% 175
2024
Q3 		$292K Sell
4,659
-231
-5% -$14.3K 0.11% 188
2024
Q2 		$310K Sell
4,890
-29
-0.6% -$1.79K 0.12% 168
2024
Q1 		$311K Buy
4,919
+185
+4% +$10.3K 0.13% 154
2023
Q4 		$243K Buy
+4,734
New +$210K 0.12% 162
2023
Q3 		– Sell
-4,421
Closed -$204K – 170
2023
Q2 		$204K Buy
4,421
+1,106
+33% +$51.8K 0.11% 162
2023
Q1 		$155K Sell
3,315
-279
-8% -$13.7K 0.06% 250
2022
Q4 		$163K Sell
3,594
-228
-6% -$10.4K 0.08% 180
2022
Q3 		$170K Sell
3,822
-33
-0.9% -$1.63K 0.09% 175
2022
Q2 		$193K Buy
3,855
+1,108
+40% +$55.4K 0.11% 147
2022
Q1 		$144K Buy
2,747
+1
+0% +$62 0.07% 196
2021
Q4 		$166K Sell
2,746
-23
-0.8% -$1.53K 0.08% 185
2021
Q3 		$194K Buy
2,769
+7
+0.3% +$489 0.13% 137
2021
Q2 		$195K Buy
2,762
+211
+8% +$15.6K 0.13% 149
2021
Q1 		$186K Buy
2,551
+549
+27% +$36.6K 0.15% 139
2020
Q4 		$123K Buy
+2,002
New +$102K 0.11% 181

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

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

Accel Wealth Management reduced its Citigroup (C) stake by 3% in Q2 2026, selling an estimated $21.5K and leaving 5,381 shares worth $753K. The position accounts for 0.17% of the portfolio, ranked #119.

Accel Wealth Management first reported a position in C in Q4 2020 and has held it in 22 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Accel Wealth Management held 5,381 shares of Citigroup worth $753K as of Q2 2026.
  • Accel Wealth Management sold 165 Citigroup shares in Q2 2026, an estimated $21.5K.
  • Citigroup made up 0.17% of Accel Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Accel Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 22 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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