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Bogart Wealth LLC’s Citigroup C Stock Holding History

Bogart Wealth LLC’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 		$256K Buy
1,830
+1,508
+468% +$196K 0.01% 251
2026
Q1 		$36.5K Buy
322
+15
+5% +$1.71K ﹤0.01% 577
2025
Q4 		$35.8K Buy
307
+137
+81% +$14.2K ﹤0.01% 556
2025
Q3 		$17.3K Buy
170
+56
+49% +$5.31K ﹤0.01% 702
2025
Q2 		$9.7K Sell
114
-48
-30% -$3.47K ﹤0.01% 804
2025
Q1 		$11.5K Sell
162
-61
-27% -$4.65K ﹤0.01% 715
2024
Q4 		$15.7K Buy
223
+218
+4,360% +$14.7K ﹤0.01% 638
2024
Q3 		$313 Hold
5
– – ﹤0.01% 1086
2024
Q2 		$317 Hold
5
– – ﹤0.01% 1072
2024
Q1 		$316 Hold
5
– – ﹤0.01% 1029
2023
Q4 		$257 Sell
5
-23
-82% -$1.02K ﹤0.01% 1027
2023
Q3 		$1.15K Hold
28
– – ﹤0.01% 949
2023
Q2 		$1.29K Buy
28
+23
+460% +$1.08K ﹤0.01% 931
2023
Q1 		$234 Sell
5
-209
-98% -$10.3K ﹤0.01% 1071
2022
Q4 		$9.68K Buy
214
+159
+289% +$7.22K ﹤0.01% 554
2022
Q3 		$2K Buy
55
+50
+1,000% +$2.47K ﹤0.01% 811
2022
Q2 		$0 Sell
5
-93
-95% -$4.65K ﹤0.01% 897
2022
Q1 		$5K Sell
98
-22
-18% -$1.36K ﹤0.01% 568
2021
Q4 		$7K Hold
120
– – ﹤0.01% 506
2021
Q3 		$8K Hold
120
– – ﹤0.01% 481
2021
Q2 		$8K Buy
+120
New +$8.88K ﹤0.01% 464
2020
Q1 		– Sell
-49
Closed -$4K – 426
2019
Q4 		$4K Hold
49
– – ﹤0.01% 333
2019
Q3 		$3K Hold
49
– – ﹤0.01% 317
2019
Q2 		$3K Buy
+49
New +$3.28K ﹤0.01% 297

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

Bogart Wealth LLC's C Position: Q2 2026 in Review

Bogart Wealth LLC increased its Citigroup (C) stake by 468% in Q2 2026, buying an estimated $196K and bringing the position to 1,830 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #251.

Bogart Wealth LLC first reported a position in C in Q2 2019 and has held it in 24 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bogart Wealth LLC held 1,830 shares of Citigroup worth $256K as of Q2 2026.
  • Bogart Wealth LLC bought 1,508 Citigroup shares in Q2 2026, an estimated $196K.
  • Citigroup made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #251 holding.
  • Bogart Wealth LLC first reported a position in Citigroup in Q2 2019 and has held it in 24 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.