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Castle Wealth Management’s Citigroup C Stock Holding History

Castle 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 		$237K Buy
+1,695
New +$221K 0.07% 131
2022
Q4 		– Sell
-170
Closed -$7K – 181
2022
Q3 		$7K Sell
170
-115
-40% -$5.68K ﹤0.01% 459
2022
Q2 		$13K Buy
+285
New +$14.3K 0.01% 359

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

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

Castle Wealth Management opened a new position in Citigroup (C) in Q2 2026: 1,695 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: Castle Wealth Management previously reported a position in C as recently as Q3 2022.

Castle Wealth Management first reported a position in C in Q2 2022 and has held it in 3 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Castle Wealth Management held 1,695 shares of Citigroup worth $237K as of Q2 2026.
  • Citigroup was a new Castle Wealth Management position in Q2 2026.
  • Citigroup made up 0.07% of Castle Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Castle Wealth Management first reported a position in Citigroup in Q2 2022 and has held it in 3 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.