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Flagship Wealth Advisors’s Citigroup C Stock Holding History

Flagship Wealth Advisors’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 		$86.6K Buy
619
+500
+420% +$65.1K 0.02% 217
2026
Q1 		$10.1K Hold
119
– – ﹤0.01% 282
2025
Q4 		$13.9K Hold
119
– – ﹤0.01% 304
2025
Q3 		$12.1K Hold
119
– – ﹤0.01% 318
2025
Q2 		$10.1K Hold
119
– – ﹤0.01% 297
2025
Q1 		$8.45K Hold
119
– – ﹤0.01% 306
2024
Q4 		$8.38K Buy
+119
New +$8.02K ﹤0.01% 297

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

Flagship Wealth Advisors's C Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Citigroup (C) stake by 420% in Q2 2026, buying an estimated $65.1K and bringing the position to 619 shares worth $86.6K. The position accounts for 0.02% of the portfolio, ranked #217.

Flagship Wealth Advisors first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Flagship Wealth Advisors held 619 shares of Citigroup worth $86.6K as of Q2 2026.
  • Flagship Wealth Advisors bought 500 Citigroup shares in Q2 2026, an estimated $65.1K.
  • Citigroup made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Flagship Wealth Advisors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.