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BKM Wealth Management’s Citigroup C Stock Holding History

BKM Wealth Management’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 		$1.47M Sell
10,499
-238
-2% -$31K 0.52% 55
2026
Q1 		$1.22M Sell
10,737
-545
-5% -$62.1K 0.44% 67
2025
Q4 		$1.32M Sell
11,282
-422
-4% -$43.8K 0.48% 59
2025
Q3 		$1.19M Sell
11,704
-700
-6% -$66.4K 0.44% 64
2025
Q2 		$1.06M Sell
12,404
-232
-2% -$16.8K 0.41% 67
2025
Q1 		$897K Sell
12,636
-242
-2% -$18.5K 0.37% 69
2024
Q4 		$906K Sell
12,878
-187
-1% -$12.6K 0.37% 69
2024
Q3 		$818K Sell
13,065
-707
-5% -$43.7K 0.33% 79
2024
Q2 		$874K Buy
13,772
+198
+1% +$12.2K 0.42% 73
2024
Q1 		$858K Buy
13,574
+591
+5% +$32.9K 0.37% 75
2023
Q4 		$668K Buy
+12,983
New +$575K 0.28% 83

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

BKM Wealth Management's C Position: Q2 2026 in Review

BKM Wealth Management reduced its Citigroup (C) stake by 2.2% in Q2 2026, selling an estimated $31K and leaving 10,499 shares worth $1.47M. The position accounts for 0.52% of the portfolio, ranked #55.

BKM Wealth Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • BKM Wealth Management held 10,499 shares of Citigroup worth $1.47M as of Q2 2026.
  • BKM Wealth Management sold 238 Citigroup shares in Q2 2026, an estimated $31K.
  • Citigroup made up 0.52% of BKM Wealth Management's portfolio in Q2 2026, its #55 holding.
  • BKM Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.