AWM
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Arista Wealth Management’s Citigroup C Stock Holding History

Arista 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 		$837K Sell
5,980
-3,913
-40% -$509K 0.09% 120
2026
Q1 		$1.12M Buy
9,893
+6,808
+221% +$775K 0.14% 97
2025
Q4 		$360K Buy
+3,085
New +$320K 0.04% 175

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

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

Arista Wealth Management reduced its Citigroup (C) stake by 40% in Q2 2026, selling an estimated $509K and leaving 5,980 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #120.

Arista Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Arista Wealth Management held 5,980 shares of Citigroup worth $837K as of Q2 2026.
  • Arista Wealth Management sold 3,913 Citigroup shares in Q2 2026, an estimated $509K.
  • Citigroup made up 0.09% of Arista Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Arista Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Arista Wealth Management's Citigroup position peaked at $1.12M in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.