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BlackDiamond Wealth Management’s Citigroup C Stock Holding History

BlackDiamond 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 		$378K Buy
2,793
+421
+18% +$54.8K 0.15% 139
2026
Q1 		$269K Sell
2,372
-17
-0.7% -$1.94K 0.13% 160
2025
Q4 		$296K Sell
2,389
-108
-4% -$11.2K 0.14% 148
2025
Q3 		$253K Buy
2,497
+75
+3% +$7.12K 0.14% 145
2025
Q2 		$209K Buy
+2,422
New +$175K 0.12% 157
2024
Q4 		– Sell
-4,196
Closed -$290K – 159
2024
Q3 		$290K Buy
+4,196
New +$259K 0.18% 128

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

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

BlackDiamond Wealth Management increased its Citigroup (C) stake by 18% in Q2 2026, buying an estimated $54.8K and bringing the position to 2,793 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #139.

BlackDiamond Wealth Management first reported a position in C in Q3 2024 and has held it in 6 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • BlackDiamond Wealth Management held 2,793 shares of Citigroup worth $378K as of Q2 2026.
  • BlackDiamond Wealth Management bought 421 Citigroup shares in Q2 2026, an estimated $54.8K.
  • Citigroup made up 0.15% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #139 holding.
  • BlackDiamond Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 6 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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