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Centennial Wealth Advisory’s Citigroup C Stock Holding History

Centennial Wealth Advisory’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 		$257K Sell
1,834
-243
-12% -$31.6K 0.06% 161
2026
Q1 		$236K Buy
+2,077
New +$237K 0.06% 144

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

Centennial Wealth Advisory's C Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $31.6K and leaving 1,834 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #161.

Centennial Wealth Advisory first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Centennial Wealth Advisory held 1,834 shares of Citigroup worth $257K as of Q2 2026.
  • Centennial Wealth Advisory sold 243 Citigroup shares in Q2 2026, an estimated $31.6K.
  • Citigroup made up 0.06% of Centennial Wealth Advisory's portfolio in Q2 2026, its #161 holding.
  • Centennial Wealth Advisory first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.