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Ariadne Wealth Management’s Citigroup C Stock Holding History

Ariadne 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 		$618K Sell
4,415
-66
-1% -$8.59K 0.27% 95
2026
Q1 		$508K Sell
4,481
-523
-10% -$59.6K 0.23% 98
2025
Q4 		$559K Buy
5,004
+437
+10% +$45.4K 0.23% 92
2025
Q3 		$462K Sell
4,567
-119
-3% -$11.3K 0.21% 104
2025
Q2 		$446K Buy
4,686
+690
+17% +$49.9K 0.21% 103
2025
Q1 		$288K Buy
3,996
+375
+10% +$28.6K 0.15% 148
2024
Q4 		$294K Buy
3,621
+379
+12% +$25.5K 0.13% 147
2024
Q3 		$223K Buy
+3,242
New +$200K 0.12% 180

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

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

Ariadne Wealth Management reduced its Citigroup (C) stake by 1.5% in Q2 2026, selling an estimated $8.59K and leaving 4,415 shares worth $618K. The position accounts for 0.27% of the portfolio, ranked #95.

Ariadne Wealth Management first reported a position in C in Q3 2024 and has held it in 8 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Ariadne Wealth Management held 4,415 shares of Citigroup worth $618K as of Q2 2026.
  • Ariadne Wealth Management sold 66 Citigroup shares in Q2 2026, an estimated $8.59K.
  • Citigroup made up 0.27% of Ariadne Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Ariadne Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 8 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.