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Aventura Private Wealth’s Citigroup C Stock Holding History

Aventura Private Wealth’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 		$162K Buy
1,154
+303
+36% +$39.4K 0.05% 194
2026
Q1 		$96.5K Sell
851
-6
-0.7% -$683 0.04% 229
2025
Q4 		$100K Sell
857
-574
-40% -$59.6K 0.04% 215
2025
Q3 		$145K Buy
1,431
+339
+31% +$32.2K 0.05% 182
2025
Q2 		$93K Buy
1,092
+215
+25% +$15.5K 0.04% 219
2025
Q1 		$62.3K Sell
877
-400
-31% -$30.5K 0.03% 238
2024
Q4 		$89.9K Buy
+1,277
New +$86.1K 0.05% 199

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

Aventura Private Wealth's C Position: Q2 2026 in Review

Aventura Private Wealth increased its Citigroup (C) stake by 36% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,154 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #194.

Aventura Private Wealth first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aventura Private Wealth held 1,154 shares of Citigroup worth $162K as of Q2 2026.
  • Aventura Private Wealth bought 303 Citigroup shares in Q2 2026, an estimated $39.4K.
  • Citigroup made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #194 holding.
  • Aventura Private Wealth first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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