Arkadios Wealth Advisors’s Citigroup C Stock Holding History

Arkadios Wealth Advisors’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	$84K	Hold	600	–	–	﹤0.01%	1695
2026 Q1	$68K	Hold	600	–	–	﹤0.01%	1642
2025 Q4	$70K	Sell	600 -600	-50%	-$62.3K	﹤0.01%	1509
2025 Q3	$122K	Sell	1,200 -500	-29%	-$47.4K	﹤0.01%	1396
2025 Q2	$145K	Buy	1,700 +500	+42%	+$36.1K	﹤0.01%	1234
2025 Q1	$85.2K	Buy	+1,200	New	+$91.5K	﹤0.01%	1080

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

Arkadios Wealth Advisors's C Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Citigroup (C) stake by 2.9% in Q2 2026, buying an estimated $404K and bringing the position to 111,130 shares worth $15.6M. The position accounts for 0.24% of the portfolio, ranked #91.

Arkadios Wealth Advisors first reported a position in C in Q4 2019 and has held it in 21 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Arkadios Wealth Advisors held 111,130 shares of Citigroup worth $15.6M as of Q2 2026.
Arkadios Wealth Advisors bought 3,105 Citigroup shares in Q2 2026, an estimated $404K.
Citigroup made up 0.24% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Arkadios Wealth Advisors first reported a position in Citigroup in Q4 2019 and has held it in 21 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.