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Destiny Wealth Partners’s Citigroup C Stock Holding History

Destiny 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 		$234K Buy
1,763
+326
+23% +$42.4K 0.03% 150
2026
Q1 		$163K Buy
+1,437
New +$164K 0.02% 257
2023
Q1 		– Sell
-1,310
Closed -$59.2K – 243
2022
Q4 		$59.2K Buy
1,310
+7
+0.5% +$318 0.01% 275
2022
Q3 		$54K Buy
1,303
+6
+0.5% +$296 0.01% 270
2022
Q2 		$60K Buy
1,297
+542
+72% +$27.1K 0.01% 265
2022
Q1 		$40K Buy
755
+80
+12% +$4.94K 0.01% 331
2021
Q4 		$41K Buy
675
+5
+0.7% +$332 0.01% 337
2021
Q3 		$47K Buy
+670
New +$46.8K 0.01% 305
2021
Q2 		– Sell
-662
Closed -$48K – 223
2021
Q1 		$48K Buy
662
+4
+0.6% +$267 0.01% 271
2020
Q4 		$41K Buy
+658
New +$33.4K 0.01% 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

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

Destiny Wealth Partners increased its Citigroup (C) stake by 23% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,763 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #150.

Destiny Wealth Partners first reported a position in C in Q4 2020 and has held it in 10 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Destiny Wealth Partners held 1,763 shares of Citigroup worth $234K as of Q2 2026.
  • Destiny Wealth Partners bought 326 Citigroup shares in Q2 2026, an estimated $42.4K.
  • Citigroup made up 0.03% of Destiny Wealth Partners's portfolio in Q2 2026, its #150 holding.
  • Destiny Wealth Partners first reported a position in Citigroup in Q4 2020 and has held it in 10 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.