AWA
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Acumen Wealth Advisors’s Citigroup C Stock Holding History

Acumen 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 		$2.89M Buy
20,629
+11,383
+123% +$1.48M 0.61% 40
2026
Q1 		$1.05M Buy
9,246
+6,787
+276% +$773K 0.28% 61
2025
Q4 		$287K Buy
+2,459
New +$255K 0.08% 60

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

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

Acumen Wealth Advisors increased its Citigroup (C) stake by 123% in Q2 2026, buying an estimated $1.48M and bringing the position to 20,629 shares worth $2.89M. The position accounts for 0.61% of the portfolio, ranked #40.

Acumen Wealth Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Acumen Wealth Advisors held 20,629 shares of Citigroup worth $2.89M as of Q2 2026.
  • Acumen Wealth Advisors bought 11,383 Citigroup shares in Q2 2026, an estimated $1.48M.
  • Citigroup made up 0.61% of Acumen Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Acumen Wealth Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.