Clarus Wealth Advisors’s Citigroup C Stock Holding History

Clarus Wealth Advisors’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	$1.9M	Sell	13,858 -547	-4%	-$71.2K	0.73%	50
2026 Q1	$1.69M	Buy	+14,405	New	+$1.64M	0.72%	48
2019 Q1	–	Sell	-58	Closed	-$3K	–	687
2018 Q4	$3K	Hold	58	–	–	﹤0.01%	614
2018 Q3	$4K	Sell	58 -55	-49%	-$3.89K	﹤0.01%	626
2018 Q2	$8K	Buy	+113	New	+$7.78K	0.01%	557

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Clarus Wealth Advisors's C Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its Citigroup (C) stake by 3.8% in Q2 2026, selling an estimated $71.2K and leaving 13,858 shares worth $1.9M. The position accounts for 0.73% of the portfolio, ranked #50.

Clarus Wealth Advisors first reported a position in C in Q2 2018 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Clarus Wealth Advisors held 13,858 shares of Citigroup worth $1.9M as of Q2 2026.
Clarus Wealth Advisors sold 547 Citigroup shares in Q2 2026, an estimated $71.2K.
Citigroup made up 0.73% of Clarus Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Clarus Wealth Advisors first reported a position in Citigroup in Q2 2018 and has held it in 5 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.