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BIP Wealth’s Citigroup C Stock Holding History

BIP 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 		$641K Buy
4,577
+908
+25% +$118K 0.02% 336
2026
Q1 		$416K Sell
3,669
-837
-19% -$95.3K 0.02% 320
2025
Q4 		$526K Sell
4,506
-25
-0.6% -$2.6K 0.02% 295
2025
Q3 		$460K Buy
4,531
+942
+26% +$89.4K 0.02% 189
2025
Q2 		$306K Buy
3,589
+624
+21% +$45.1K 0.02% 205
2025
Q1 		$210K Buy
+2,965
New +$226K 0.01% 256

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

BIP Wealth's C Position: Q2 2026 in Review

BIP Wealth increased its Citigroup (C) stake by 25% in Q2 2026, buying an estimated $118K and bringing the position to 4,577 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #336.

BIP Wealth first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • BIP Wealth held 4,577 shares of Citigroup worth $641K as of Q2 2026.
  • BIP Wealth bought 908 Citigroup shares in Q2 2026, an estimated $118K.
  • Citigroup made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #336 holding.
  • BIP Wealth first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.