Cypress Point Wealth Management’s Citigroup C Stock Holding History

Cypress Point 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	$627K	Buy	4,478 +1,851	+70%	+$241K	0.13%	68
2026 Q1	$298K	Buy	+2,627	New	+$299K	0.06%	93
2021 Q4	–	Sell	-942	Closed	-$66K	–	46
2021 Q3	$66K	Buy	942 +17	+2%	+$1.19K	0.05%	54
2021 Q2	$65K	Buy	+925	New	+$68.4K	0.05%	54

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

Cypress Point Wealth Management's C Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Citigroup (C) stake by 70% in Q2 2026, buying an estimated $241K and bringing the position to 4,478 shares worth $627K. The position accounts for 0.13% of the portfolio, ranked #68.

Cypress Point Wealth Management first reported a position in C in Q2 2021 and has held it in 4 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Cypress Point Wealth Management held 4,478 shares of Citigroup worth $627K as of Q2 2026.
Cypress Point Wealth Management bought 1,851 Citigroup shares in Q2 2026, an estimated $241K.
Citigroup made up 0.13% of Cypress Point Wealth Management's portfolio in Q2 2026, its #68 holding.
Cypress Point Wealth Management first reported a position in Citigroup in Q2 2021 and has held it in 4 quarters since.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.