Aprio Wealth Management’s Citigroup C Stock Holding History

Aprio 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	$2.34M	Buy	16,705 +527	+3%	+$68.6K	0.12%	131
2026 Q1	$1.83M	Buy	16,178 +2,390	+17%	+$272K	0.1%	136
2025 Q4	$1.94M	Buy	13,788 +3,323	+32%	+$345K	0.11%	123
2025 Q3	$1.06M	Buy	10,465 +3,131	+43%	+$297K	0.11%	122
2025 Q2	$624K	Sell	7,334 -77	-1%	-$5.57K	0.07%	163
2025 Q1	$526K	Buy	7,411 +2,475	+50%	+$189K	0.07%	173
2024 Q4	$347K	Buy	4,936 +1,661	+51%	+$112K	0.05%	184
2024 Q3	$205K	Buy	+3,275	New	+$203K	0.03%	268
2020 Q1	–	Sell	-3,063	Closed	-$245K	–	63
2019 Q4	$245K	Buy	+3,063	New	+$226K	0.18%	61

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

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

Aprio Wealth Management increased its Citigroup (C) stake by 3.3% in Q2 2026, buying an estimated $68.6K and bringing the position to 16,705 shares worth $2.34M. The position accounts for 0.12% of the portfolio, ranked #131.

Aprio Wealth Management first reported a position in C in Q4 2019 and has held it in 9 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

Aprio Wealth Management held 16,705 shares of Citigroup worth $2.34M as of Q2 2026.
Aprio Wealth Management bought 527 Citigroup shares in Q2 2026, an estimated $68.6K.
Citigroup made up 0.12% of Aprio Wealth Management's portfolio in Q2 2026, its #131 holding.
Aprio Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 9 quarters since.
2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.