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Curry Webb Wealth Management’s Citigroup C Stock Holding History

Curry Webb 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 		$843K Sell
6,024
-3,396
-36% -$442K 0.35% 38
2026
Q1 		$1.07M Sell
9,420
-1
-0% -$114 0.5% 36
2025
Q4 		$1.1M Buy
+9,421
New +$978K 0.55% 38

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 $3.38T AUM 44.17% 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

Curry Webb Wealth Management's C Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its Citigroup (C) stake by 36% in Q2 2026, selling an estimated $442K and leaving 6,024 shares worth $843K. The position accounts for 0.35% of the portfolio, ranked #38.

Curry Webb Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 2,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Curry Webb Wealth Management held 6,024 shares of Citigroup worth $843K as of Q2 2026.
  • Curry Webb Wealth Management sold 3,396 Citigroup shares in Q2 2026, an estimated $442K.
  • Citigroup made up 0.35% of Curry Webb Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Curry Webb Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Curry Webb Wealth Management's Citigroup position peaked at $1.1M in Q4 2025.
  • 2,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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