Angeles Wealth Management’s Citigroup C Stock Holding History

Angeles 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	$967K	Buy	6,908 +227	+3%	+$29.6K	0.04%	166
2026 Q1	$758K	Buy	6,681 +879	+15%	+$100K	0.04%	170
2025 Q4	$677K	Buy	5,802 +517	+10%	+$53.7K	0.04%	169
2025 Q3	$536K	Buy	5,285 +754	+17%	+$71.5K	0.03%	179
2025 Q2	$386K	Sell	4,531 -573	-11%	-$41.4K	0.03%	216
2025 Q1	$362K	Buy	5,104 +419	+9%	+$31.9K	0.03%	175
2024 Q4	$330K	Buy	+4,685	New	+$316K	0.03%	192
2023 Q4	–	Sell	-5,377	Closed	-$221K	–	259
2023 Q3	$221K	Buy	+5,377	New	+$236K	0.03%	159

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Angeles Wealth Management increased its Citigroup (C) stake by 3.4% in Q2 2026, buying an estimated $29.6K and bringing the position to 6,908 shares worth $967K. The position accounts for 0.04% of the portfolio, ranked #166.

Angeles Wealth Management first reported a position in C in Q3 2023 and has held it in 8 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Angeles Wealth Management held 6,908 shares of Citigroup worth $967K as of Q2 2026.
Angeles Wealth Management bought 227 Citigroup shares in Q2 2026, an estimated $29.6K.
Citigroup made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #166 holding.
Angeles Wealth Management first reported a position in Citigroup in Q3 2023 and has held it in 8 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.