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Aviso Wealth Management’s Citigroup C Stock Holding History

Aviso 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 		$1.03M Sell
7,390
-26
-0.4% -$3.38K 0.35% 56
2026
Q1 		$841K Sell
7,416
-735
-9% -$83.7K 0.38% 59
2025
Q4 		$951K Buy
8,151
+453
+6% +$47K 0.4% 54
2025
Q3 		$781K Buy
7,698
+777
+11% +$73.7K 0.34% 70
2025
Q2 		$589K Buy
6,921
+1,027
+17% +$74.2K 0.28% 84
2025
Q1 		$418K Sell
5,894
-210
-3% -$16K 0.22% 94
2024
Q4 		$430K Sell
6,104
-723
-11% -$48.7K 0.22% 95
2024
Q3 		$427K Sell
6,827
-3,769
-36% -$233K 0.23% 95
2024
Q2 		$672K Sell
10,596
-923
-8% -$56.9K 0.4% 66
2024
Q1 		$728K Sell
11,519
-783
-6% -$43.6K 0.46% 56
2023
Q4 		$633K Buy
+12,302
New +$545K 0.46% 57

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

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

Aviso Wealth Management reduced its Citigroup (C) stake by 0.35% in Q2 2026, selling an estimated $3.38K and leaving 7,390 shares worth $1.03M. The position accounts for 0.35% of the portfolio, ranked #56.

Aviso Wealth Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aviso Wealth Management held 7,390 shares of Citigroup worth $1.03M as of Q2 2026.
  • Aviso Wealth Management sold 26 Citigroup shares in Q2 2026, an estimated $3.38K.
  • Citigroup made up 0.35% of Aviso Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Aviso Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.