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Clark Wealth Partners’s Citigroup C Stock Holding History

Clark 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 		$25.4K Hold
182
– – 0.01% 164
2026
Q1 		$20.6K Buy
182
+17
+10% +$1.94K 0.01% 182
2025
Q4 		$19.2K Hold
165
– – 0.01% 188
2025
Q3 		$19.2K Sell
165
-21
-11% -$1.99K 0.01% 188
2025
Q2 		$15.8K Buy
186
+70
+60% +$5.06K 0.01% 174
2025
Q1 		$8.21K Hold
116
– – 0.01% 214
2024
Q4 		$8.13K Buy
+116
New +$7.82K 0.01% 187

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Clark Wealth Partners held its Citigroup (C) position steady in Q2 2026 at 182 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #164.

Clark Wealth Partners first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Clark Wealth Partners held 182 shares of Citigroup worth $25.4K as of Q2 2026.
  • Clark Wealth Partners left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Clark Wealth Partners first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.