BWM
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Bluebird Wealth Management’s Citigroup C Stock Holding History

Bluebird 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 		$2.34M Sell
16,749
-2,153
-11% -$280K 2.03% 12
2026
Q1 		$2.14M Sell
18,902
-3,876
-17% -$441K 2.19% 10
2025
Q4 		$2.66M Buy
+22,778
New +$2.37M 2.48% 8

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

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

Bluebird Wealth Management reduced its Citigroup (C) stake by 11% in Q2 2026, selling an estimated $280K and leaving 16,749 shares worth $2.34M. The position accounts for 2.03% of the portfolio, ranked #12.

Bluebird Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bluebird Wealth Management held 16,749 shares of Citigroup worth $2.34M as of Q2 2026.
  • Bluebird Wealth Management sold 2,153 Citigroup shares in Q2 2026, an estimated $280K.
  • Citigroup made up 2.03% of Bluebird Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Bluebird Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Bluebird Wealth Management's Citigroup position peaked at $2.66M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.