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Essential Partners’s Citigroup C Stock Holding History

Essential Partners’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 		$590K Sell
4,217
-18,313
-81% -$2.38M 0.27% 65
2026
Q1 		$2.56M Buy
22,530
+46
+0.2% +$5.24K 0.86% 17
2025
Q4 		$2.62M Sell
22,484
-675
-3% -$70.1K 0.81% 19
2025
Q3 		$2.35M Buy
23,159
+1,295
+6% +$123K 0.78% 17
2025
Q2 		$1.86M Buy
+21,864
New +$1.58M 0.74% 20

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

Essential Partners's C Position: Q2 2026 in Review

Essential Partners reduced its Citigroup (C) stake by 81% in Q2 2026, selling an estimated $2.38M and leaving 4,217 shares worth $590K. The position accounts for 0.27% of the portfolio, ranked #65.

Essential Partners first reported a position in C in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q4 2025. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Essential Partners held 4,217 shares of Citigroup worth $590K as of Q2 2026.
  • Essential Partners sold 18,313 Citigroup shares in Q2 2026, an estimated $2.38M.
  • Citigroup made up 0.27% of Essential Partners's portfolio in Q2 2026, its #65 holding.
  • Essential Partners first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Citigroup position peaked at $2.62M in Q4 2025.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.