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 Q3	$336K	Sell	2,753 -40	-1%	-$5.39K	0.13%	157
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BlackDiamond Wealth Management's C Position: Q3 2026 in Review

BlackDiamond Wealth Management reduced its Citigroup (C) stake by 1.4% in Q3 2026, selling an estimated $5.39K and leaving 2,753 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #157.

BlackDiamond Wealth Management first reported a position in C in Q3 2024 and has held it in 7 quarters since. The position peaked at $378K in Q2 2026. 2,002 funds tracked by Wall St. Rank hold C as of Q3 2026.

BlackDiamond Wealth Management held 2,753 shares of Citigroup worth $336K as of Q3 2026.
BlackDiamond Wealth Management sold 40 Citigroup shares in Q3 2026, an estimated $5.39K.
Citigroup made up 0.13% of BlackDiamond Wealth Management's portfolio in Q3 2026, its #157 holding.
BlackDiamond Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 7 quarters since.
BlackDiamond Wealth Management's Citigroup position peaked at $378K in Q2 2026.
2,002 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.