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Atticus Wealth Management’s Citigroup C Stock Holding History

Atticus 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 		$279K Buy
1,994
+1
+0.1% +$130 0.07% 161
2026
Q1 		$226K Buy
+1,993
New +$227K 0.06% 171
2025
Q3 		– Sell
-225
Closed -$19.1K – 264
2025
Q2 		$19.1K Buy
225
+2
+0.9% +$145 0.01% 417
2025
Q1 		$15.8K Buy
223
+2
+0.9% +$153 0.01% 342
2024
Q4 		$15.6K Buy
221
+2
+0.9% +$135 ﹤0.01% 352
2024
Q3 		$13.7K Buy
219
+2
+0.9% +$124 ﹤0.01% 368
2024
Q2 		$13.8K Buy
217
+1
+0.5% +$62 ﹤0.01% 349
2024
Q1 		$13.6K Buy
216
+2
+0.9% +$111 ﹤0.01% 365
2023
Q4 		$11K Buy
214
+3
+1% +$133 ﹤0.01% 391
2023
Q3 		$8.69K Buy
211
+2
+1% +$88 ﹤0.01% 420
2023
Q2 		$9.6K Buy
209
+3
+1% +$141 ﹤0.01% 403
2023
Q1 		$9.67K Buy
206
+2
+1% +$98 ﹤0.01% 384
2022
Q4 		$9.23K Sell
204
-235
-54% -$10.7K ﹤0.01% 391
2022
Q3 		$20K Hold
439
– – 0.01% 307
2022
Q2 		$20K Buy
439
+34
+8% +$1.7K 0.01% 335
2022
Q1 		$22K Buy
405
+209
+107% +$12.9K 0.01% 322
2021
Q4 		$12K Sell
196
-299
-60% -$19.9K ﹤0.01% 347
2021
Q3 		$35K Buy
495
+302
+156% +$21.1K 0.02% 273
2021
Q2 		$14K Buy
193
+1
+0.5% +$74 0.01% 309
2021
Q1 		$14K Buy
192
+1
+0.5% +$67 0.01% 290
2020
Q4 		$12K Buy
191
+2
+1% +$102 0.01% 287
2020
Q3 		$8K Buy
189
+2
+1% +$100 ﹤0.01% 262
2020
Q2 		$10K Buy
187
+2
+1% +$95 0.01% 247
2020
Q1 		$8K Sell
185
-43
-19% -$2.89K 0.01% 238
2019
Q4 		$18K Buy
+228
New +$16.8K 0.01% 222

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

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

Atticus Wealth Management increased its Citigroup (C) stake by 0.05% in Q2 2026, buying an estimated $130 and bringing the position to 1,994 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #161.

Atticus Wealth Management first reported a position in C in Q4 2019 and has held it in 25 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Atticus Wealth Management held 1,994 shares of Citigroup worth $279K as of Q2 2026.
  • Atticus Wealth Management bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Atticus Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 25 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.