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 Q2	$571K	Buy	4,079 +10	+0.2%	+$1.3K	0.03%	227
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAS Wealth Partners's C Position: Q2 2026 in Review

FAS Wealth Partners increased its Citigroup (C) stake by 0.25% in Q2 2026, buying an estimated $1.3K and bringing the position to 4,079 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #227.

FAS Wealth Partners first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

FAS Wealth Partners held 4,079 shares of Citigroup worth $571K as of Q2 2026.
FAS Wealth Partners bought 10 Citigroup shares in Q2 2026, an estimated $1.3K.
Citigroup made up 0.03% of FAS Wealth Partners's portfolio in Q2 2026, its #227 holding.
FAS Wealth Partners first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.