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Aspen Wealth Strategies’s Citigroup C Stock Holding History

Aspen Wealth Strategies’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 		$512K Buy
3,656
+1
+0% +$130 0.25% 58
2026
Q1 		$415K Sell
3,655
-219
-6% -$24.9K 0.22% 62
2025
Q4 		$452K Sell
3,874
-28
-0.7% -$2.91K 0.25% 56
2025
Q3 		$396K Buy
3,902
+346
+10% +$32.8K 0.22% 58
2025
Q2 		$303K Buy
3,556
+330
+10% +$23.9K 0.18% 68
2025
Q1 		$229K Buy
3,226
+268
+9% +$20.4K 0.15% 79
2024
Q4 		$208K Buy
+2,958
New +$199K 0.13% 78
2024
Q3 		– Sell
-3,446
Closed -$233K – 82
2024
Q2 		$233K Buy
+3,446
New +$212K 0.16% 69
2024
Q1 		– Sell
-6,859
Closed -$353K – 78
2023
Q4 		$353K Sell
6,859
-1,088
-14% -$48.2K 0.26% 54
2023
Q3 		$327K Sell
7,947
-10,093
-56% -$443K 0.25% 47
2023
Q2 		$831K Buy
18,040
+9,278
+106% +$435K 0.63% 27
2023
Q1 		$411K Buy
8,762
+1,097
+14% +$53.8K 0.32% 45
2022
Q4 		$347K Buy
+7,665
New +$348K 0.28% 50

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

Aspen Wealth Strategies's C Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Citigroup (C) stake by 0.03% in Q2 2026, buying an estimated $130 and bringing the position to 3,656 shares worth $512K. The position accounts for 0.25% of the portfolio, ranked #58.

Aspen Wealth Strategies first reported a position in C in Q4 2022 and has held it in 13 quarters since. The position peaked at $831K in Q2 2023. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aspen Wealth Strategies held 3,656 shares of Citigroup worth $512K as of Q2 2026.
  • Aspen Wealth Strategies bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.25% of Aspen Wealth Strategies's portfolio in Q2 2026, its #58 holding.
  • Aspen Wealth Strategies first reported a position in Citigroup in Q4 2022 and has held it in 13 quarters since.
  • Aspen Wealth Strategies's Citigroup position peaked at $831K in Q2 2023.
  • 2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.