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Diversify Wealth Management’s Citigroup C Stock Holding History

Diversify 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 		$4.82M Sell
36,197
-1,363
-4% -$177K 0.08% 225
2026
Q1 		$4.79M Buy
37,560
+27,409
+270% +$3.12M 0.09% 215
2025
Q4 		$1.18M Buy
10,151
+429
+4% +$44.5K 0.06% 289
2025
Q3 		$988K Sell
9,722
-1,022
-10% -$97K 0.06% 278
2025
Q2 		$1.03M Sell
10,744
-903
-8% -$65.3K 0.06% 266
2025
Q1 		$802K Sell
11,647
-1,906
-14% -$145K 0.06% 272
2024
Q4 		$968K Buy
13,553
+291
+2% +$19.6K 0.08% 225
2024
Q3 		$837K Sell
13,262
-293
-2% -$18.1K 0.08% 221
2024
Q2 		$762K Buy
+13,555
New +$836K 0.09% 201

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

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

Diversify Wealth Management reduced its Citigroup (C) stake by 3.6% in Q2 2026, selling an estimated $177K and leaving 36,197 shares worth $4.82M. The position accounts for 0.08% of the portfolio, ranked #225.

Diversify Wealth Management first reported a position in C in Q2 2024 and has held it in 9 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Diversify Wealth Management held 36,197 shares of Citigroup worth $4.82M as of Q2 2026.
  • Diversify Wealth Management sold 1,363 Citigroup shares in Q2 2026, an estimated $177K.
  • Citigroup made up 0.08% of Diversify Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Diversify Wealth Management first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.