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Bright Futures Wealth Management’s Citigroup C Stock Holding History

Bright Futures 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 		$290K Sell
2,071
-33
-2% -$4.3K 0.19% 141
2026
Q1 		$239K Buy
2,104
+112
+6% +$12.8K 0.16% 154
2025
Q4 		$232K Buy
1,992
+20
+1% +$2.08K 0.17% 134
2025
Q3 		$200K Buy
+1,972
New +$187K 0.16% 140
2024
Q4 		– Sell
-6,369
Closed -$411K – 143
2024
Q3 		$411K Buy
6,369
+296
+5% +$18.3K 0.2% 132
2024
Q2 		$357K Sell
6,073
-3
-0% -$185 0.19% 136
2024
Q1 		$374K Buy
+6,076
New +$338K 0.2% 131

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bright Futures Wealth Management's C Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Citigroup (C) stake by 1.6% in Q2 2026, selling an estimated $4.3K and leaving 2,071 shares worth $290K. The position accounts for 0.19% of the portfolio, ranked #141.

Bright Futures Wealth Management first reported a position in C in Q1 2024 and has held it in 7 quarters since. The position peaked at $411K in Q3 2024. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bright Futures Wealth Management held 2,071 shares of Citigroup worth $290K as of Q2 2026.
  • Bright Futures Wealth Management sold 33 Citigroup shares in Q2 2026, an estimated $4.3K.
  • Citigroup made up 0.19% of Bright Futures Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Bright Futures Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 7 quarters since.
  • Bright Futures Wealth Management's Citigroup position peaked at $411K in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.