Ariadne Wealth Management
C icon

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
Q3 		$582K Buy
4,494
+79
+2% +$10.6K 0.25% 98
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ariadne Wealth Management's C Position: Q3 2026 in Review

Ariadne Wealth Management increased its Citigroup (C) stake by 1.8% in Q3 2026, buying an estimated $10.6K and bringing the position to 4,494 shares worth $582K. The position accounts for 0.25% of the portfolio, ranked #98.

Ariadne Wealth Management first reported a position in C in Q3 2024 and has held it in 9 quarters since. The position peaked at $618K in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Ariadne Wealth Management held 4,494 shares of Citigroup worth $582K as of Q3 2026.
  • Ariadne Wealth Management bought 79 Citigroup shares in Q3 2026, an estimated $10.6K.
  • Citigroup made up 0.25% of Ariadne Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Ariadne Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Citigroup position peaked at $618K in Q2 2026.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.