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Concord Wealth Partners’s Citigroup C Stock Holding History

Concord 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 		$1.99M Sell
14,187
-274
-2% -$35.7K 0.23% 96
2026
Q1 		$1.64M Buy
14,461
+1,791
+14% +$204K 0.21% 104
2025
Q4 		$1.48M Buy
12,670
+39
+0.3% +$4.05K 0.19% 107
2025
Q3 		$1.28M Buy
12,631
+86
+0.7% +$8.16K 0.18% 112
2025
Q2 		$1.07M Buy
12,545
+344
+3% +$24.9K 0.16% 128
2025
Q1 		$866K Sell
12,201
-497
-4% -$37.9K 0.14% 124
2024
Q4 		$894K Buy
12,698
+1,606
+14% +$108K 0.15% 109
2024
Q3 		$694K Buy
11,092
+420
+4% +$26K 0.12% 116
2024
Q2 		$677K Sell
10,672
-862
-7% -$53.1K 0.12% 121
2024
Q1 		$729K Buy
11,534
+1,686
+17% +$93.8K 0.13% 117
2023
Q4 		$507K Sell
9,848
-18,916
-66% -$837K 0.1% 127
2023
Q3 		$1.18M Buy
28,764
+6,197
+27% +$272K 0.25% 72
2023
Q2 		$1.04M Buy
22,567
+8,887
+65% +$416K 0.22% 67
2023
Q1 		$641K Buy
13,680
+5,064
+59% +$249K 0.18% 73
2022
Q4 		$390K Sell
8,616
-7,209
-46% -$327K 0.12% 108
2022
Q3 		$659K Sell
15,825
-411
-3% -$20.3K 0.21% 70
2022
Q2 		$747K Buy
16,236
+338
+2% +$16.9K 0.21% 69
2022
Q1 		$849K Buy
15,898
+1,830
+13% +$113K 0.22% 61
2021
Q4 		$850K Buy
14,068
+7,956
+130% +$529K 0.21% 54
2021
Q3 		$429K Sell
6,112
-6,061
-50% -$424K 0.18% 40
2021
Q2 		$861K Buy
12,173
+1,656
+16% +$123K 0.25% 36
2021
Q1 		$765K Buy
10,517
+6,862
+188% +$458K 0.26% 36
2020
Q4 		$225K Buy
+3,655
New +$186K 0.17% 65

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

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

Concord Wealth Partners reduced its Citigroup (C) stake by 1.9% in Q2 2026, selling an estimated $35.7K and leaving 14,187 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #96.

Concord Wealth Partners first reported a position in C in Q4 2020 and has held it in 23 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Concord Wealth Partners held 14,187 shares of Citigroup worth $1.99M as of Q2 2026.
  • Concord Wealth Partners sold 274 Citigroup shares in Q2 2026, an estimated $35.7K.
  • Citigroup made up 0.23% of Concord Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Concord Wealth Partners first reported a position in Citigroup in Q4 2020 and has held it in 23 quarters since.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.