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Cyndeo Wealth Partners’s Citigroup C Stock Holding History

Cyndeo 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 		$860K Sell
6,144
-27
-0.4% -$3.52K 0.04% 274
2026
Q1 		$700K Sell
6,171
-4,159
-40% -$474K 0.04% 278
2025
Q4 		$1.21M Buy
10,330
+572
+6% +$59.4K 0.07% 218
2025
Q3 		$990K Sell
9,758
-228
-2% -$21.6K 0.06% 236
2025
Q2 		$850K Buy
9,986
+2
+0% +$145 0.05% 248
2025
Q1 		$709K Buy
9,984
+2,579
+35% +$197K 0.05% 253
2024
Q4 		$521K Sell
7,405
-73
-1% -$4.92K 0.04% 293
2024
Q3 		$468K Sell
7,478
-92,940
-93% -$5.75M 0.03% 305
2024
Q2 		$6.37M Buy
100,418
+4,915
+5% +$303K 0.5% 56
2024
Q1 		$6.04M Buy
95,503
+91,347
+2,198% +$5.08M 0.5% 58
2023
Q4 		$214K Buy
+4,156
New +$184K 0.02% 352
2023
Q2 		– Sell
-4,492
Closed -$211K – 326
2023
Q1 		$211K Buy
+4,492
New +$220K 0.02% 304

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

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

Cyndeo Wealth Partners reduced its Citigroup (C) stake by 0.44% in Q2 2026, selling an estimated $3.52K and leaving 6,144 shares worth $860K. The position accounts for 0.04% of the portfolio, ranked #274.

Cyndeo Wealth Partners first reported a position in C in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.37M in Q2 2024. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cyndeo Wealth Partners held 6,144 shares of Citigroup worth $860K as of Q2 2026.
  • Cyndeo Wealth Partners sold 27 Citigroup shares in Q2 2026, an estimated $3.52K.
  • Citigroup made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Cyndeo Wealth Partners first reported a position in Citigroup in Q1 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's Citigroup position peaked at $6.37M in Q2 2024.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.