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Denver PWM’s Citigroup C Stock Holding History

Denver PWM’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 		$283K Buy
2,029
+8
+0.4% +$1.04K 0.09% 82
2026
Q1 		$254K Buy
+2,021
New +$230K 0.09% 80
2025
Q1 		– Sell
-833
Closed -$58.6K – 94
2024
Q4 		$58.6K Sell
833
-98
-11% -$6.61K 0.02% 98
2024
Q3 		$58.3K Sell
931
-1,098
-54% -$67.9K 0.02% 111
2024
Q2 		$129K Buy
+2,029
New +$125K 0.05% 73

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

Denver PWM's C Position: Q2 2026 in Review

Denver PWM increased its Citigroup (C) stake by 0.4% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,029 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #82.

Denver PWM first reported a position in C in Q2 2024 and has held it in 5 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Denver PWM held 2,029 shares of Citigroup worth $283K as of Q2 2026.
  • Denver PWM bought 8 Citigroup shares in Q2 2026, an estimated $1.04K.
  • Citigroup made up 0.09% of Denver PWM's portfolio in Q2 2026, its #82 holding.
  • Denver PWM first reported a position in Citigroup in Q2 2024 and has held it in 5 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.