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Daymark Wealth Partners’s Citigroup C Stock Holding History

Daymark 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 		$2.88M Buy
20,587
+3,413
+20% +$444K 0.07% 199
2026
Q1 		$1.95M Buy
17,174
+3,815
+29% +$434K 0.06% 210
2025
Q4 		$1.56M Buy
13,359
+55
+0.4% +$5.71K 0.05% 222
2025
Q3 		$1.35M Buy
13,304
+1,472
+12% +$140K 0.05% 244
2025
Q2 		$1.01M Buy
11,832
+1,054
+10% +$76.2K 0.04% 264
2025
Q1 		$765K Buy
10,778
+7,851
+268% +$599K 0.03% 280
2024
Q4 		$206K Buy
+2,927
New +$197K 0.01% 479

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

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

Daymark Wealth Partners increased its Citigroup (C) stake by 20% in Q2 2026, buying an estimated $444K and bringing the position to 20,587 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #199.

Daymark Wealth Partners first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Daymark Wealth Partners held 20,587 shares of Citigroup worth $2.88M as of Q2 2026.
  • Daymark Wealth Partners bought 3,413 Citigroup shares in Q2 2026, an estimated $444K.
  • Citigroup made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • Daymark Wealth Partners first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.