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Todd Wealth Management, LLC’s Citigroup C Stock Holding History

Todd Wealth Management, LLC’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 		$366K Sell
2,614
-98
-4% -$12.8K 0.28% 68
2026
Q1 		$308K Sell
2,712
-246
-8% -$28K 0.28% 74
2025
Q4 		$345K Buy
+2,958
New +$307K 0.31% 67

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's C Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Citigroup (C) stake by 3.6% in Q2 2026, selling an estimated $12.8K and leaving 2,614 shares worth $366K. The position accounts for 0.28% of the portfolio, ranked #68.

Todd Wealth Management, LLC first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Todd Wealth Management, LLC held 2,614 shares of Citigroup worth $366K as of Q2 2026.
  • Todd Wealth Management, LLC sold 98 Citigroup shares in Q2 2026, an estimated $12.8K.
  • Citigroup made up 0.28% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #68 holding.
  • Todd Wealth Management, LLC first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.