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Bullock Wealth Management’s Citigroup C Stock Holding History

Bullock 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 		$66.5K Hold
474
– – 0.03% 255
2026
Q1 		$54.6K Sell
474
-37
-7% -$4.21K 0.03% 263
2025
Q4 		$59.6K Buy
511
+1
+0.2% +$104 0.03% 251
2025
Q3 		$50.3K Buy
510
+210
+70% +$19.9K 0.03% 263
2025
Q2 		$25.9K Buy
300
+1
+0.3% +$72 0.01% 295
2025
Q1 		$21.1K Buy
299
+1
+0.3% +$76 0.01% 304
2024
Q4 		$20.9K Buy
298
+2
+0.7% +$135 0.01% 318
2024
Q3 		$18.3K Buy
296
+2
+0.7% +$124 0.01% 313
2024
Q2 		$18.7K Buy
294
+1
+0.3% +$62 0.01% 309
2024
Q1 		$18.6K Buy
+293
New +$16.3K 0.01% 309

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management held its Citigroup (C) position steady in Q2 2026 at 474 shares worth $66.5K. The position accounts for 0.03% of the portfolio, ranked #255.

Bullock Wealth Management first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bullock Wealth Management held 474 shares of Citigroup worth $66.5K as of Q2 2026.
  • Bullock Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Bullock Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 2,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.