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Buckley Wealth Management’s Citigroup C Stock Holding History

Buckley 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 		$1.9M Sell
13,545
-3,769
-22% -$491K 0.47% 36
2026
Q1 		$1.96M Sell
17,314
-1,115
-6% -$127K 0.5% 33
2025
Q4 		$2.15M Sell
18,429
-2,655
-13% -$276K 0.57% 28
2025
Q3 		$2.14M Sell
21,084
-793
-4% -$75.2K 0.59% 28
2025
Q2 		$1.86M Sell
21,877
-140
-0.6% -$10.1K 0.56% 30
2025
Q1 		$1.56M Sell
22,017
-135
-0.6% -$10.3K 0.49% 35
2024
Q4 		$1.56M Buy
22,152
+85
+0.4% +$5.73K 0.48% 35
2024
Q3 		$1.38M Buy
22,067
+18,615
+539% +$1.15M 0.43% 43
2024
Q2 		$219K Hold
3,452
– – 0.07% 98
2024
Q1 		$218K Buy
+3,452
New +$192K 0.07% 101
2023
Q3 		– Sell
-7,515
Closed -$346K – 103
2023
Q2 		$346K Buy
+7,515
New +$352K 0.12% 98
2022
Q3 		– Sell
-7,739
Closed -$356K – 117
2022
Q2 		$356K Buy
7,739
+1,810
+31% +$90.5K 0.11% 106
2022
Q1 		$317K Buy
+5,929
New +$366K 0.09% 120
2021
Q2 		– Sell
-4,708
Closed -$343K – 132
2021
Q1 		$343K Hold
4,708
– – 0.13% 101
2020
Q4 		$290K Hold
4,708
– – 0.12% 101
2020
Q3 		$203K Buy
4,708
+453
+11% +$22.6K 0.09% 106
2020
Q2 		$217K Buy
+4,255
New +$202K 0.1% 114
2019
Q3 		– Sell
-3,943
Closed -$276K – 136
2019
Q2 		$276K Sell
3,943
-25
-0.6% -$1.67K 0.13% 132
2019
Q1 		$247K Buy
+3,968
New +$246K 0.12% 133
2018
Q4 		– Sell
-3,368
Closed -$242K – 140
2018
Q3 		$242K Buy
3,368
+90
+3% +$6.36K 0.11% 142
2018
Q2 		$219K Buy
3,278
+40
+1% +$2.75K 0.1% 153
2018
Q1 		$219K Sell
3,238
-364
-10% -$27.4K 0.11% 152
2017
Q4 		$268K Buy
+3,602
New +$266K 0.13% 141

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

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

Buckley Wealth Management reduced its Citigroup (C) stake by 22% in Q2 2026, selling an estimated $491K and leaving 13,545 shares worth $1.9M. The position accounts for 0.47% of the portfolio, ranked #36.

Buckley Wealth Management first reported a position in C in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.15M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Buckley Wealth Management held 13,545 shares of Citigroup worth $1.9M as of Q2 2026.
  • Buckley Wealth Management sold 3,769 Citigroup shares in Q2 2026, an estimated $491K.
  • Citigroup made up 0.47% of Buckley Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Buckley Wealth Management first reported a position in Citigroup in Q4 2017 and has held it in 23 quarters since.
  • Buckley Wealth Management's Citigroup position peaked at $2.15M in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.