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Eads & Heald Wealth Management’s Citigroup C Stock Holding History

Eads & Heald 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 		$218K Buy
+1,560
New +$203K 0.11% 141
2026
Q1 		– Sell
-2,796
Closed -$326K – 143
2025
Q4 		$326K Sell
2,796
-285
-9% -$29.6K 0.16% 124
2025
Q3 		$313K Sell
3,081
-462
-13% -$43.8K 0.15% 124
2025
Q2 		$302K Sell
3,543
-180
-5% -$13K 0.15% 123
2025
Q1 		$264K Sell
3,723
-1,310
-26% -$99.9K 0.13% 128
2024
Q4 		$354K Sell
5,033
-53
-1% -$3.57K 0.17% 118
2024
Q3 		$318K Sell
5,086
-240
-5% -$14.8K 0.15% 123
2024
Q2 		$338K Sell
5,326
-527
-9% -$32.5K 0.16% 118
2024
Q1 		$370K Sell
5,853
-1,282
-18% -$71.3K 0.17% 118
2023
Q4 		$367K Buy
7,135
+1,368
+24% +$60.6K 0.18% 119
2023
Q3 		$237K Sell
5,767
-615
-10% -$27K 0.12% 131
2023
Q2 		$294K Sell
6,382
-576
-8% -$27K 0.14% 124
2023
Q1 		$326K Sell
6,958
-25
-0.4% -$1.23K 0.16% 123
2022
Q4 		$316K Buy
6,983
+605
+9% +$27.5K 0.16% 124
2022
Q3 		$266K Sell
6,378
-40
-0.6% -$1.98K 0.15% 129
2022
Q2 		$295K Buy
+6,418
New +$321K 0.16% 126
2022
Q1 		– Sell
-5,337
Closed -$322K – 148
2021
Q4 		$322K Buy
5,337
+1,365
+34% +$90.8K 0.14% 128
2021
Q3 		$279K Buy
3,972
+95
+2% +$6.64K 0.13% 129
2021
Q2 		$274K Buy
3,877
+540
+16% +$40K 0.13% 125
2021
Q1 		$243K Sell
3,337
-585
-15% -$39.1K 0.12% 127
2020
Q4 		$242K Buy
+3,922
New +$199K 0.13% 123
2020
Q1 		– Sell
-3,469
Closed -$277K – 121
2019
Q4 		$277K Sell
3,469
-59
-2% -$4.36K 0.15% 120
2019
Q3 		$244K Buy
3,528
+306
+9% +$20.8K 0.14% 124
2019
Q2 		$226K Sell
3,222
-450
-12% -$30.1K 0.13% 124
2019
Q1 		$228K Buy
+3,672
New +$228K 0.13% 123

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

Eads & Heald Wealth Management's C Position: Q2 2026 in Review

Eads & Heald Wealth Management opened a new position in Citigroup (C) in Q2 2026: 1,560 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #141 among its holdings. This is a return to the name: Eads & Heald Wealth Management previously reported a position in C as recently as Q4 2025.

Eads & Heald Wealth Management first reported a position in C in Q1 2019 and has held it in 25 quarters since. The position peaked at $370K in Q1 2024. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Eads & Heald Wealth Management held 1,560 shares of Citigroup worth $218K as of Q2 2026.
  • Citigroup was a new Eads & Heald Wealth Management position in Q2 2026.
  • Citigroup made up 0.11% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Eads & Heald Wealth Management first reported a position in Citigroup in Q1 2019 and has held it in 25 quarters since.
  • Eads & Heald Wealth Management's Citigroup position peaked at $370K in Q1 2024.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.