Atlantic Edge Private Wealth Management’s Citigroup C Stock Holding History

Atlantic Edge Private 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	$62.8K	Hold	449	–	–	0.01%	234
2026 Q1	$50.9K	Hold	449	–	–	0.01%	237
2025 Q4	$52.4K	Buy	449 +75	+20%	+$7.79K	0.01%	217
2025 Q3	$38K	Buy	374 +75	+25%	+$7.12K	0.01%	235
2025 Q2	$25.5K	Buy	299 +25	+9%	+$1.81K	0.01%	273
2025 Q1	$19.5K	Hold	274	–	–	0.01%	286
2024 Q4	$19.3K	Hold	274	–	–	0.01%	280
2024 Q3	$17.2K	Hold	274	–	–	0.01%	287
2024 Q2	$17.4K	Hold	274	–	–	0.01%	266
2024 Q1	$17.3K	Buy	274 +33	+14%	+$1.84K	0.01%	263
2023 Q4	$12.4K	Buy	+241	New	+$10.7K	0.01%	280

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

Atlantic Edge Private Wealth Management's C Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Citigroup (C) position steady in Q2 2026 at 449 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #234.

Atlantic Edge Private Wealth Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

Atlantic Edge Private Wealth Management held 449 shares of Citigroup worth $62.8K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #234 holding.
Atlantic Edge Private Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.