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CM Wealth Advisors’s Citigroup C Stock Holding History

CM 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 		$242K Buy
+1,731
New +$225K 0.04% 168

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

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

CM Wealth Advisors opened a new position in Citigroup (C) in Q2 2026: 1,731 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings.

2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CM Wealth Advisors held 1,731 shares of Citigroup worth $242K as of Q2 2026.
  • Citigroup was a new CM Wealth Advisors position in Q2 2026.
  • Citigroup made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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