Blake Schutter Theil Wealth Advisors’s Citigroup C Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$508K	Hold	3,633	–	–	0.34%	66
2026 Q1	$412K	Sell	3,633 -5	-0.1%	-$569	0.34%	72
2025 Q4	$425K	Hold	3,638	–	–	0.35%	70
2025 Q3	$369K	Hold	3,638	–	–	0.37%	76
2025 Q2	$310K	Sell	3,638 -4,986	-58%	-$360K	0.35%	81
2025 Q1	$612K	Sell	8,624 -13	-0.2%	-$991	0.7%	41
2024 Q4	$608K	Buy	8,637 +135	+2%	+$9.1K	0.64%	40
2024 Q3	$532K	Buy	+8,502	New	+$526K	0.38%	73

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's C Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Citigroup (C) position steady in Q2 2026 at 3,633 shares worth $508K. The position accounts for 0.34% of the portfolio, ranked #66.

Blake Schutter Theil Wealth Advisors first reported a position in C in Q3 2024 and has held it in 8 quarters since. The position peaked at $612K in Q1 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 3,633 shares of Citigroup worth $508K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.34% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Citigroup in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Citigroup position peaked at $612K in Q1 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.