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CFM Wealth Partners’s Citigroup C Stock Holding History

CFM Wealth Partners’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 		$604K Sell
4,313
-300
-7% -$39.1K 0.08% 92
2026
Q1 		$523K Buy
4,613
+750
+19% +$85.4K 0.08% 98
2025
Q4 		$451K Hold
3,863
– – 0.07% 105
2025
Q3 		$392K Hold
3,863
– – 0.06% 112
2025
Q2 		$329K Hold
3,863
– – 0.05% 115
2025
Q1 		$274K Sell
3,863
-480
-11% -$36.6K 0.05% 119
2024
Q4 		$306K Buy
4,343
+300
+7% +$20.2K 0.05% 116
2024
Q3 		$253K Sell
4,043
-56
-1% -$3.46K 0.04% 129
2024
Q2 		$260K Sell
4,099
-800
-16% -$49.3K 0.05% 131
2024
Q1 		$310K Sell
4,899
-200
-4% -$11.1K 0.06% 130
2023
Q4 		$262K Sell
5,099
-291
-5% -$12.9K 0.06% 143
2023
Q3 		$222K Sell
5,390
-184
-3% -$8.08K 0.06% 134
2023
Q2 		$257K Sell
5,574
-419
-7% -$19.6K 0.06% 146
2023
Q1 		$281K Buy
5,993
+890
+17% +$43.7K 0.08% 135
2022
Q4 		$231K Sell
5,103
-32
-0.6% -$1.45K 0.07% 147
2022
Q3 		$214K Sell
5,135
-200
-4% -$9.88K 0.07% 146
2022
Q2 		$245K Sell
5,335
-103
-2% -$5.15K 0.07% 144
2022
Q1 		$290K Buy
5,438
+700
+15% +$43.2K 0.07% 150
2021
Q4 		$299K Sell
4,738
-100
-2% -$6.65K 0.07% 147
2021
Q3 		$339K Buy
4,838
+353
+8% +$24.7K 0.09% 134
2021
Q2 		$317K Hold
4,485
– – 0.08% 132
2021
Q1 		$326K Sell
4,485
-1,025
-19% -$68.4K 0.1% 120
2020
Q4 		$340K Sell
5,510
-2,035
-27% -$103K 0.11% 107
2020
Q3 		$325K Buy
7,545
+195
+3% +$9.71K 0.12% 105
2020
Q2 		$375K Sell
7,350
-117
-2% -$5.55K 0.14% 98
2020
Q1 		$315K Buy
7,467
+993
+15% +$66.7K 0.15% 99
2019
Q4 		$524K Buy
+6,474
New +$478K 0.19% 83

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

CFM Wealth Partners's C Position: Q2 2026 in Review

CFM Wealth Partners reduced its Citigroup (C) stake by 6.5% in Q2 2026, selling an estimated $39.1K and leaving 4,313 shares worth $604K. The position accounts for 0.08% of the portfolio, ranked #92.

CFM Wealth Partners first reported a position in C in Q4 2019 and has held it in 27 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CFM Wealth Partners held 4,313 shares of Citigroup worth $604K as of Q2 2026.
  • CFM Wealth Partners sold 300 Citigroup shares in Q2 2026, an estimated $39.1K.
  • Citigroup made up 0.08% of CFM Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • CFM Wealth Partners first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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