FW
C icon

Fairway Wealth’s Citigroup C Stock Holding History

Fairway Wealth’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 		$73.9K Hold
528
– – 0.02% 100
2026
Q1 		$59.9K Sell
528
-140
-21% -$15.9K 0.02% 118
2025
Q4 		$77.9K Buy
668
+140
+27% +$14.5K 0.02% 85
2025
Q3 		$53.6K Hold
528
– – 0.02% 95
2025
Q2 		$44.9K Hold
528
– – 0.01% 92
2025
Q1 		$37.5K Sell
528
-203
-28% -$15.5K 0.01% 104
2024
Q4 		$51.5K Buy
731
+203
+38% +$13.7K 0.02% 102
2024
Q3 		$33.1K Sell
528
-162
-23% -$10K 0.02% 68
2024
Q2 		$43.8K Buy
690
+162
+31% +$9.99K 0.03% 69
2024
Q1 		$33.4K Hold
528
– – 0.02% 59
2023
Q4 		$27.2K Buy
+528
New +$23.4K 0.02% 55

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

Fairway Wealth's C Position: Q2 2026 in Review

Fairway Wealth held its Citigroup (C) position steady in Q2 2026 at 528 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #100.

Fairway Wealth first reported a position in C in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.9K in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fairway Wealth held 528 shares of Citigroup worth $73.9K as of Q2 2026.
  • Fairway Wealth left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.02% of Fairway Wealth's portfolio in Q2 2026, its #100 holding.
  • Fairway Wealth first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • Fairway Wealth's Citigroup position peaked at $77.9K in Q4 2025.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.