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FAS Wealth Partners’s Citigroup C Stock Holding History

FAS Wealth 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
Q1 		$461K Buy
4,069
+96
+2% +$10.9K 0.03% 238
2025
Q4 		$464K Buy
3,973
+1,191
+43% +$124K 0.03% 238
2025
Q3 		$282K Buy
2,782
+24
+0.9% +$2.28K 0.02% 273
2025
Q2 		$235K Buy
+2,758
New +$199K 0.02% 288

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAS Wealth Partners's C Position: Q1 2026 in Review

FAS Wealth Partners increased its Citigroup (C) stake by 2.4% in Q1 2026, buying an estimated $10.9K and bringing the position to 4,069 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #238.

FAS Wealth Partners first reported a position in C in Q2 2025 and has held it in 4 quarters since. The position peaked at $464K in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • FAS Wealth Partners held 4,069 shares of Citigroup worth $461K as of Q1 2026.
  • FAS Wealth Partners bought 96 Citigroup shares in Q1 2026, an estimated $10.9K.
  • Citigroup made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #238 holding.
  • FAS Wealth Partners first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • FAS Wealth Partners's Citigroup position peaked at $464K in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.