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Drive Wealth Management’s Citigroup C Stock Holding History

Drive 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 		$712K Buy
5,088
+996
+24% +$130K 0.13% 133
2026
Q1 		$464K Buy
4,092
+87
+2% +$9.91K 0.1% 171
2025
Q4 		$467K Buy
+4,005
New +$416K 0.09% 172
2022
Q3 		– Sell
-5,032
Closed -$231K – 167
2022
Q2 		$231K Buy
5,032
+158
+3% +$7.9K 0.21% 133
2022
Q1 		$260K Buy
+4,874
New +$301K 0.22% 125

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

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

Drive Wealth Management increased its Citigroup (C) stake by 24% in Q2 2026, buying an estimated $130K and bringing the position to 5,088 shares worth $712K. The position accounts for 0.13% of the portfolio, ranked #133.

Drive Wealth Management first reported a position in C in Q1 2022 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Drive Wealth Management held 5,088 shares of Citigroup worth $712K as of Q2 2026.
  • Drive Wealth Management bought 996 Citigroup shares in Q2 2026, an estimated $130K.
  • Citigroup made up 0.13% of Drive Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Drive Wealth Management first reported a position in Citigroup in Q1 2022 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.