Darwin Wealth Management’s Citigroup C Stock Holding History

Darwin 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	$1.8M	Buy	12,848 +12,686	+7,831%	+$1.65M	0.49%	60
2026 Q1	$18.4K	Sell	162 -6	-4%	-$683	0.01%	315
2025 Q4	$19.6K	Buy	168 +7	+4%	+$727	0.01%	309
2025 Q3	$16.4K	Hold	161	–	–	0.01%	321
2025 Q2	$13.7K	Sell	161 -20	-11%	-$1.45K	﹤0.01%	322
2025 Q1	$12.8K	Hold	181	–	–	﹤0.01%	352
2024 Q4	$12.8K	Buy	181 +58	+47%	+$3.91K	﹤0.01%	352
2024 Q3	$7.72K	Buy	+123	New	+$7.61K	﹤0.01%	412
2020 Q2	–	Sell	-997	Closed	-$41K	–	234
2020 Q1	$41K	Sell	997 -37,870	-97%	-$2.54M	0.01%	266
2019 Q4	$3.1M	Buy	38,867 +1,421	+4%	+$105K	0.83%	41
2019 Q3	$2.59M	Buy	37,446 +2,770	+8%	+$188K	0.77%	57
2019 Q2	$2.43M	Buy	+34,676	New	+$2.32M	0.75%	60

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

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

Darwin Wealth Management increased its Citigroup (C) stake by 7,831% in Q2 2026, buying an estimated $1.65M and bringing the position to 12,848 shares worth $1.8M. The position accounts for 0.49% of the portfolio, ranked #60.

Darwin Wealth Management first reported a position in C in Q2 2019 and has held it in 12 quarters since. The position peaked at $3.1M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Darwin Wealth Management held 12,848 shares of Citigroup worth $1.8M as of Q2 2026.
Darwin Wealth Management bought 12,686 Citigroup shares in Q2 2026, an estimated $1.65M.
Citigroup made up 0.49% of Darwin Wealth Management's portfolio in Q2 2026, its #60 holding.
Darwin Wealth Management first reported a position in Citigroup in Q2 2019 and has held it in 12 quarters since.
Darwin Wealth Management's Citigroup position peaked at $3.1M in Q4 2019.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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