Curio Wealth’s Citigroup C Stock Holding History

Curio Wealth’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	–	Sell	-10	Closed	-$1.13K	–	232
2026 Q1	$1.13K	Sell	10 -983	-99%	-$112K	﹤0.01%	367
2025 Q4	$121K	Buy	+993	New	+$103K	0.04%	97

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

Curio Wealth's C Position: Q2 2026 in Review

Curio Wealth sold out of Citigroup (C) in Q2 2026, closing a stake of 10 shares — an estimated $1.13K sold.

Curio Wealth first reported a position in C in Q4 2025 and held it in 2 quarters. The position peaked at $121K in Q4 2025. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Curio Wealth reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 10 Citigroup shares in Q2 2026, an estimated $1.13K.
Curio Wealth first reported a position in Citigroup in Q4 2025 and held it in 2 quarters.
Curio Wealth's Citigroup position peaked at $121K in Q4 2025.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.