FWM
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FMB Wealth Management’s Citigroup C Stock Holding History

FMB Wealth Management’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 		$320K Buy
2,289
+2
+0.1% +$260 0.12% 63
2026
Q1 		$259K Sell
2,287
-331
-13% -$37.7K 0.11% 65
2025
Q4 		$305K Hold
2,618
– – 0.12% 66
2025
Q3 		$266K Buy
2,618
+103
+4% +$9.77K 0.11% 68
2025
Q2 		$214K Buy
+2,515
New +$182K 0.1% 78

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

FMB Wealth Management's C Position: Q2 2026 in Review

FMB Wealth Management increased its Citigroup (C) stake by 0.09% in Q2 2026, buying an estimated $260 and bringing the position to 2,289 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #63.

FMB Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • FMB Wealth Management held 2,289 shares of Citigroup worth $320K as of Q2 2026.
  • FMB Wealth Management bought 2 Citigroup shares in Q2 2026, an estimated $260.
  • Citigroup made up 0.12% of FMB Wealth Management's portfolio in Q2 2026, its #63 holding.
  • FMB Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.