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Basecamp Wealth Advisors’s Citigroup C Stock Holding History

Basecamp Wealth Advisors’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 		$714K Buy
5,103
+83
+2% +$10.8K 0.13% 88
2026
Q1 		$569K Hold
5,020
– – 0.12% 103
2025
Q4 		$586K Buy
+5,020
New +$521K 0.12% 96

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

Basecamp Wealth Advisors's C Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Citigroup (C) stake by 1.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 5,103 shares worth $714K. The position accounts for 0.13% of the portfolio, ranked #88.

Basecamp Wealth Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,616 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Basecamp Wealth Advisors held 5,103 shares of Citigroup worth $714K as of Q2 2026.
  • Basecamp Wealth Advisors bought 83 Citigroup shares in Q2 2026, an estimated $10.8K.
  • Citigroup made up 0.13% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Basecamp Wealth Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,616 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.