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BlueChip Wealth Advisors’s Citigroup C Stock Holding History

BlueChip 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 		$717K Sell
5,122
-5,000
-49% -$651K 0.27% 69
2026
Q1 		$1.15M Buy
10,122
+916
+10% +$104K 0.5% 37
2025
Q4 		$1.07M Buy
9,206
+345
+4% +$35.8K 0.45% 44
2025
Q3 		$899K Buy
+8,861
New +$841K 0.38% 52

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

BlueChip Wealth Advisors's C Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its Citigroup (C) stake by 49% in Q2 2026, selling an estimated $651K and leaving 5,122 shares worth $717K. The position accounts for 0.27% of the portfolio, ranked #69.

BlueChip Wealth Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • BlueChip Wealth Advisors held 5,122 shares of Citigroup worth $717K as of Q2 2026.
  • BlueChip Wealth Advisors sold 5,000 Citigroup shares in Q2 2026, an estimated $651K.
  • Citigroup made up 0.27% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • BlueChip Wealth Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • BlueChip Wealth Advisors's Citigroup position peaked at $1.15M in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.