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Bingham Private Wealth’s Citigroup C Stock Holding History

Bingham Private 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 		$929K Sell
6,637
-820
-11% -$107K 0.64% 44
2026
Q1 		$846K Buy
7,457
+197
+3% +$22.4K 0.67% 44
2025
Q4 		$847K Buy
+7,260
New +$754K 0.73% 36
2025
Q2 		$676K Buy
7,943
+288
+4% +$20.8K 0.64% 44
2025
Q1 		$543K Buy
7,655
+1,059
+16% +$80.8K 0.56% 55
2024
Q4 		$464K Buy
+6,596
New +$445K 0.49% 64

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

Bingham Private Wealth's C Position: Q2 2026 in Review

Bingham Private Wealth reduced its Citigroup (C) stake by 11% in Q2 2026, selling an estimated $107K and leaving 6,637 shares worth $929K. The position accounts for 0.64% of the portfolio, ranked #44.

Bingham Private Wealth first reported a position in C in Q4 2024 and has held it in 6 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bingham Private Wealth held 6,637 shares of Citigroup worth $929K as of Q2 2026.
  • Bingham Private Wealth sold 820 Citigroup shares in Q2 2026, an estimated $107K.
  • Citigroup made up 0.64% of Bingham Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Bingham Private Wealth first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.