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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Citigroup C Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$959K Buy
6,851
+101
+1% +$13.1K 0.26% 62
2026
Q1 		$766K Hold
6,750
– – 0.23% 67
2025
Q4 		$788K Buy
+6,750
New +$701K 0.23% 63

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s C Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,851 shares worth $959K. The position accounts for 0.26% of the portfolio, ranked #62.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,851 shares of Citigroup worth $959K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 101 Citigroup shares in Q2 2026, an estimated $13.1K.
  • Citigroup made up 0.26% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #62 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.