Basepoint Wealth’s Citigroup C Stock Holding History

Basepoint 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	$43.4K	Buy	310 +1	+0.3%	+$130	0.02%	231
2026 Q1	$35K	Buy	309 +2	+0.7%	+$228	0.02%	258
2025 Q4	$35.8K	Buy	+307	New	+$31.9K	0.02%	242

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basepoint Wealth's C Position: Q2 2026 in Review

Basepoint Wealth increased its Citigroup (C) stake by 0.32% in Q2 2026, buying an estimated $130 and bringing the position to 310 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #231.

Basepoint Wealth first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

Basepoint Wealth held 310 shares of Citigroup worth $43.4K as of Q2 2026.
Basepoint Wealth bought 1 Citigroup share in Q2 2026, an estimated $130.
Citigroup made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #231 holding.
Basepoint Wealth first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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