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EPG Wealth Management’s Citigroup C Stock Holding History

EPG 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 		$573K Buy
4,097
+370
+10% +$48.2K 0.14% 137
2026
Q1 		$423K Buy
3,727
+267
+8% +$30.4K 0.11% 151
2025
Q4 		$404K Buy
3,460
+46
+1% +$4.78K 0.11% 152
2025
Q3 		$346K Sell
3,414
-191
-5% -$18.1K 0.1% 155
2025
Q2 		$307K Sell
3,605
-981
-21% -$70.9K 0.09% 160
2025
Q1 		$326K Sell
4,586
-185
-4% -$14.1K 0.09% 189
2024
Q4 		$336K Buy
4,771
+45
+1% +$3.03K 0.09% 188
2024
Q3 		$296K Buy
+4,726
New +$292K 0.07% 204
2024
Q2 		– Sell
-4,838
Closed -$298K – 211
2024
Q1 		$306K Sell
4,838
-87
-2% -$4.84K 0.07% 217
2023
Q4 		$260K Sell
4,925
-17
-0.3% -$753 0.07% 217
2023
Q3 		$203K Sell
4,942
-6,933
-58% -$304K 0.06% 236
2023
Q2 		$547K Buy
+11,875
New +$556K 0.16% 142
2023
Q1 		– Sell
-8,100
Closed -$366K – 413
2022
Q4 		$366K Sell
8,100
-327
-4% -$14.9K 0.14% 136
2022
Q3 		$351K Buy
8,427
+452
+6% +$22.3K 0.14% 139
2022
Q2 		$367K Buy
7,975
+764
+11% +$38.2K 0.16% 139
2022
Q1 		$385K Buy
7,211
+803
+13% +$49.6K 0.13% 143
2021
Q4 		$387K Buy
6,408
+431
+7% +$28.7K 0.14% 140
2021
Q3 		$420K Buy
5,977
+690
+13% +$48.2K 0.17% 123
2021
Q2 		$374K Buy
5,287
+903
+21% +$66.8K 0.16% 132
2021
Q1 		$319K Buy
4,384
+1,108
+34% +$74K 0.16% 136
2020
Q4 		$202K Buy
+3,276
New +$167K 0.12% 151
2020
Q2 		– Sell
-927
Closed -$39K – 217
2020
Q1 		$39K Buy
927
+174
+23% +$11.7K 0.03% 313
2019
Q4 		$60K Buy
+753
New +$55.6K 0.04% 208

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

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

EPG Wealth Management increased its Citigroup (C) stake by 9.9% in Q2 2026, buying an estimated $48.2K and bringing the position to 4,097 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #137.

EPG Wealth Management first reported a position in C in Q4 2019 and has held it in 23 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • EPG Wealth Management held 4,097 shares of Citigroup worth $573K as of Q2 2026.
  • EPG Wealth Management bought 370 Citigroup shares in Q2 2026, an estimated $48.2K.
  • Citigroup made up 0.14% of EPG Wealth Management's portfolio in Q2 2026, its #137 holding.
  • EPG Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 23 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.