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Dogwood Wealth Management’s Citigroup C Stock Holding History

Dogwood 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 		$88.7K Buy
634
+130
+26% +$16.9K 0.04% 119
2026
Q1 		$57.2K Buy
504
+196
+64% +$22.3K 0.02% 137
2025
Q4 		$35.9K Buy
308
+35
+13% +$3.63K 0.02% 151
2025
Q3 		$27.7K Buy
273
+47
+21% +$4.46K 0.01% 155
2025
Q2 		$19.3K Buy
226
+213
+1,638% +$15.4K 0.01% 177
2025
Q1 		$923 Buy
+13
New +$991 ﹤0.01% 434
2024
Q3 		– Hold
0
– – – 221
2024
Q2 		– Hold
0
– – – 271
2024
Q1 		– Hold
0
– – – 262
2023
Q4 		– Hold
0
– – – 245

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

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

Dogwood Wealth Management increased its Citigroup (C) stake by 26% in Q2 2026, buying an estimated $16.9K and bringing the position to 634 shares worth $88.7K. The position accounts for 0.04% of the portfolio, ranked #119.

Dogwood Wealth Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Dogwood Wealth Management held 634 shares of Citigroup worth $88.7K as of Q2 2026.
  • Dogwood Wealth Management bought 130 Citigroup shares in Q2 2026, an estimated $16.9K.
  • Citigroup made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Dogwood Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.