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Benchmark Financial Wealth Advisors’s Citigroup C Stock Holding History

Benchmark Financial 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 		$230K Buy
+1,645
New +$214K 0.06% 130
2026
Q1 		– Sell
-1,938
Closed -$226K – 134
2025
Q4 		$226K Sell
1,938
-104
-5% -$10.8K 0.06% 115
2025
Q3 		$207K Buy
+2,042
New +$194K 0.06% 119

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

Benchmark Financial Wealth Advisors's C Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors opened a new position in Citigroup (C) in Q2 2026: 1,645 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Benchmark Financial Wealth Advisors previously reported a position in C as recently as Q4 2025.

Benchmark Financial Wealth Advisors first reported a position in C in Q3 2025 and has held it in 3 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 1,645 shares of Citigroup worth $230K as of Q2 2026.
  • Citigroup was a new Benchmark Financial Wealth Advisors position in Q2 2026.
  • Citigroup made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.