CWM
C icon

Consultiva Wealth Management’s Citigroup C Stock Holding History

Consultiva Wealth Management’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 		$53K Hold
379
– – 0.12% 101
2026
Q1 		$43K Hold
379
– – 0.12% 103
2025
Q4 		$44.2K Hold
379
– – 0.12% 101
2025
Q3 		$38.5K Hold
379
– – 0.11% 105
2025
Q2 		$32.3K Hold
379
– – 0.1% 114
2025
Q1 		$26.9K Hold
379
– – 0.09% 131
2024
Q4 		$26.7K Buy
+379
New +$25.5K 0.13% 81

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

Consultiva Wealth Management's C Position: Q2 2026 in Review

Consultiva Wealth Management held its Citigroup (C) position steady in Q2 2026 at 379 shares worth $53K. The position accounts for 0.12% of the portfolio, ranked #101.

Consultiva Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Consultiva Wealth Management held 379 shares of Citigroup worth $53K as of Q2 2026.
  • Consultiva Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.12% of Consultiva Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Consultiva Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.