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Baker Tilly Wealth Management’s Citigroup C Stock Holding History

Baker Tilly 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 		$794K Buy
5,671
+1,316
+30% +$171K 0.17% 118
2026
Q1 		$494K Buy
4,355
+49
+1% +$5.58K 0.12% 159
2025
Q4 		$503K Sell
4,306
-102
-2% -$10.6K 0.12% 155
2025
Q3 		$447K Sell
4,408
-321
-7% -$30.5K 0.1% 164
2025
Q2 		$402K Sell
4,729
-308
-6% -$22.3K 0.14% 150
2025
Q1 		$358K Sell
5,037
-311
-6% -$23.7K 0.14% 160
2024
Q4 		$376K Buy
5,348
+236
+5% +$15.9K 0.15% 155
2024
Q3 		$320K Sell
5,112
-413
-7% -$25.5K 0.14% 170
2024
Q2 		$351K Sell
5,525
-8,319
-60% -$513K 0.14% 171
2024
Q1 		$875K Sell
13,844
-230
-2% -$12.8K 0.16% 141
2023
Q4 		$724K Sell
14,074
-2,097
-13% -$92.8K 0.12% 190
2023
Q3 		$665K Sell
16,171
-37,766
-70% -$1.66M 0.11% 191
2023
Q2 		$2.48M Buy
53,937
+974
+2% +$45.6K 0.26% 85
2023
Q1 		$2.48M Buy
52,963
+1,682
+3% +$82.5K 0.28% 78
2022
Q4 		$2.32M Sell
51,281
-559
-1% -$25.4K 0.29% 83
2022
Q3 		$2.16M Sell
51,840
-9,978
-16% -$493K 0.29% 74
2022
Q2 		$2.84M Buy
61,818
+8,960
+17% +$448K 0.37% 65
2022
Q1 		$2.82M Buy
52,858
+2,672
+5% +$165K 0.31% 69
2021
Q4 		$3.03M Sell
50,186
-412
-0.8% -$27.4K 0.33% 63
2021
Q3 		$3.55M Buy
50,598
+1,207
+2% +$84.4K 0.47% 43
2021
Q2 		$3.49M Buy
49,391
+17,642
+56% +$1.31M 0.56% 36
2021
Q1 		$2.31M Buy
31,749
+21,905
+223% +$1.46M 0.47% 45
2020
Q4 		$607K Buy
+9,844
New +$500K 0.19% 128

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

Baker Tilly Wealth Management's C Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Citigroup (C) stake by 30% in Q2 2026, buying an estimated $171K and bringing the position to 5,671 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #118.

Baker Tilly Wealth Management first reported a position in C in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.55M in Q3 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Baker Tilly Wealth Management held 5,671 shares of Citigroup worth $794K as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,316 Citigroup shares in Q2 2026, an estimated $171K.
  • Citigroup made up 0.17% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Baker Tilly Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Citigroup position peaked at $3.55M in Q3 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.