Focus Partners Wealth
C icon

Focus Partners Wealth’s Citigroup C Stock Holding History

Focus Partners Wealth’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 		$80.8M Sell
577,512
-132,365
-19% -$17.2M 0.08% 228
2026
Q1 		$80.7M Buy
709,877
+31,102
+5% +$3.54M 0.09% 212
2025
Q4 		$79.1M Buy
678,775
+317,990
+88% +$33M 0.09% 205
2025
Q3 		$36.6M Buy
360,785
+58,698
+19% +$5.57M 0.06% 272
2025
Q2 		$25.7M Sell
302,087
-2,201
-0.7% -$159K 0.06% 302
2025
Q1 		$21.6M Buy
304,288
+14,415
+5% +$1.1M 0.05% 314
2024
Q4 		$20.5M Buy
289,873
+218,636
+307% +$14.7M 0.05% 315
2024
Q3 		$4.46M Sell
71,237
-37,273
-34% -$2.3M 0.01% 590
2024
Q2 		$6.98M Buy
108,510
+82,078
+311% +$5.06M 0.02% 432
2024
Q1 		$1.67M Buy
26,432
+2,822
+12% +$157K 0.01% 515
2023
Q4 		$1.21M Buy
+23,610
New +$1.05M 0.02% 423

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

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

Focus Partners Wealth reduced its Citigroup (C) stake by 19% in Q2 2026, selling an estimated $17.2M and leaving 577,512 shares worth $80.8M. The position accounts for 0.08% of the portfolio, ranked #228.

Focus Partners Wealth first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Focus Partners Wealth held 577,512 shares of Citigroup worth $80.8M as of Q2 2026.
  • Focus Partners Wealth sold 132,365 Citigroup shares in Q2 2026, an estimated $17.2M.
  • Citigroup made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #228 holding.
  • Focus Partners Wealth first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.