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Balboa Wealth Partners’s Citigroup C Stock Holding History

Balboa Wealth Partners’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 		$545K Buy
3,892
+190
+5% +$24.7K 0.07% 225
2026
Q1 		$420K Sell
3,702
-1,019
-22% -$116K 0.07% 236
2025
Q4 		$551K Buy
4,721
+930
+25% +$96.6K 0.09% 178
2025
Q3 		$385K Sell
3,791
-164
-4% -$15.6K 0.07% 222
2025
Q2 		$337K Buy
3,955
+1,117
+39% +$80.7K 0.07% 224
2025
Q1 		$201K Sell
2,838
-788
-22% -$60.1K 0.05% 266
2024
Q4 		$255K Buy
+3,626
New +$244K 0.06% 238
2024
Q3 		– Sell
-4,999
Closed -$317K – 339
2024
Q2 		$317K Sell
4,999
-5,289
-51% -$326K 0.08% 183
2024
Q1 		$651K Buy
10,288
+913
+10% +$50.8K 0.19% 100
2023
Q4 		$482K Buy
+9,375
New +$415K 0.16% 117

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

Balboa Wealth Partners's C Position: Q2 2026 in Review

Balboa Wealth Partners increased its Citigroup (C) stake by 5.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,892 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #225.

Balboa Wealth Partners first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $651K in Q1 2024. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Balboa Wealth Partners held 3,892 shares of Citigroup worth $545K as of Q2 2026.
  • Balboa Wealth Partners bought 190 Citigroup shares in Q2 2026, an estimated $24.7K.
  • Citigroup made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #225 holding.
  • Balboa Wealth Partners first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Balboa Wealth Partners's Citigroup position peaked at $651K in Q1 2024.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.