Focused Wealth Management’s Citigroup C Stock Holding History

Focused 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	$7.05M	Buy	50,339 +451	+0.9%	+$58.7K	0.61%	26
2026 Q1	$5.66M	Sell	49,888 -69	-0.1%	-$7.86K	0.59%	27
2025 Q4	$5.83M	Buy	49,957 +144	+0.3%	+$15K	0.61%	25
2025 Q3	$5.06M	Sell	49,813 -682	-1%	-$64.7K	0.54%	31
2025 Q2	$4.3M	Buy	50,495 +4,555	+10%	+$329K	0.52%	32
2025 Q1	$3.26M	Buy	45,940 +1,160	+3%	+$88.5K	0.44%	33
2024 Q4	$3.15M	Buy	44,780 +1,731	+4%	+$117K	0.43%	31
2024 Q3	$2.69M	Sell	43,049 -1,418	-3%	-$87.7K	0.35%	42
2024 Q2	$2.82M	Sell	44,467 -37	-0.1%	-$2.28K	0.4%	34
2024 Q1	$2.81M	Buy	44,504 +199	+0.4%	+$11.1K	0.43%	36
2023 Q4	$2.28M	Sell	44,305 -2,959	-6%	-$131K	0.37%	38
2023 Q3	$1.94M	Buy	47,264 +208	+0.4%	+$9.13K	0.34%	37
2023 Q2	$2.17M	Buy	47,056 +115	+0.2%	+$5.39K	0.39%	37
2023 Q1	$2.2M	Buy	46,941 +3,554	+8%	+$174K	0.45%	34
2022 Q4	$1.96M	Buy	43,387 +5,912	+16%	+$269K	0.4%	40
2022 Q3	$1.56M	Buy	37,475 +224	+0.6%	+$11.1K	0.33%	37
2022 Q2	$1.71M	Buy	37,251 +1,003	+3%	+$50.2K	0.31%	47
2022 Q1	$1.94M	Sell	36,248 -281	-0.8%	-$17.4K	0.31%	41
2021 Q4	$2.21M	Buy	36,529 +408	+1%	+$27.1K	0.34%	35
2021 Q3	$2.54M	Sell	36,121 -538	-1%	-$37.6K	0.41%	32
2021 Q2	$2.59M	Buy	36,659 +264	+0.7%	+$19.5K	0.43%	32
2021 Q1	$2.65M	Buy	36,395 +710	+2%	+$47.4K	0.47%	31
2020 Q4	$2.2M	Buy	35,685 +4,204	+13%	+$214K	0.43%	30
2020 Q3	$1.36M	Sell	31,481 -669	-2%	-$33.3K	0.29%	42
2020 Q2	$1.64M	Sell	32,150 -164	-0.5%	-$7.78K	0.38%	35
2020 Q1	$1.36M	Sell	32,314 -5,892	-15%	-$396K	0.39%	34
2019 Q4	$3.05M	Buy	38,206 +172	+0.5%	+$12.7K	0.72%	23
2019 Q3	$2.63M	Sell	38,034 -9,191	-19%	-$625K	0.73%	24
2019 Q2	$3.31M	Sell	47,225 -6,022	-11%	-$403K	0.88%	19
2019 Q1	$3.31M	Buy	53,247 +9,021	+20%	+$560K	1%	17
2018 Q4	$2.3M	Buy	44,226 +1,962	+5%	+$124K	0.79%	23
2018 Q3	$3.03M	Sell	42,264 -1,883	-4%	-$133K	1.03%	20
2018 Q2	$2.95M	Sell	44,147 -9,426	-18%	-$649K	1.02%	19
2018 Q1	$3.62M	Sell	53,573 -318	-0.6%	-$23.9K	1.16%	20
2017 Q4	$4.01M	Sell	53,891 -3,903	-7%	-$289K	1.29%	18
2017 Q3	$4.2M	Buy	57,794 +12,250	+27%	+$836K	1.4%	18
2017 Q2	$3.05M	Sell	45,544 -332	-0.7%	-$20.4K	1.14%	21
2017 Q1	$2.74M	Sell	45,876 -1,442	-3%	-$85.3K	1.07%	21
2016 Q4	$2.81M	Sell	47,318 -834	-2%	-$45K	1.19%	17
2016 Q3	$2.27M	Sell	48,152 -1,747	-4%	-$79.5K	1%	20
2016 Q2	$2.12M	Buy	49,899 +1,760	+4%	+$77.8K	0.97%	20
2016 Q1	$2.01M	Sell	48,139 -8,597	-15%	-$359K	1.1%	21
2015 Q4	$2.94M	Buy	56,736 +5,172	+10%	+$274K	1.69%	15
2015 Q3	$2.56M	Buy	51,564 +8,107	+19%	+$443K	1.62%	16
2015 Q2	$2.4M	Sell	43,457 -2,637	-6%	-$143K	1.49%	17
2015 Q1	$2.38M	Sell	46,094 -2,058	-4%	-$105K	1.46%	17
2014 Q4	$2.61M	Buy	48,152 +1,708	+4%	+$90.7K	1.85%	14
2014 Q3	$2.41M	Buy	46,444 +869	+2%	+$43.7K	1.85%	9
2014 Q2	$2.15M	Buy	45,575 +1,825	+4%	+$86.8K	1.68%	12
2014 Q1	$2.08M	Buy	43,750 +13,001	+42%	+$648K	1.74%	13
2013 Q4	$1.6M	Buy	30,749 +18,652	+154%	+$944K	1.34%	20
2013 Q3	$587K	Buy	+12,097	New	+$612K	0.56%	38

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

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

Focused Wealth Management increased its Citigroup (C) stake by 0.9% in Q2 2026, buying an estimated $58.7K and bringing the position to 50,339 shares worth $7.05M. The position accounts for 0.61% of the portfolio, ranked #26.

Focused Wealth Management first reported a position in C in Q3 2013 and has held it in 52 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Focused Wealth Management held 50,339 shares of Citigroup worth $7.05M as of Q2 2026.
Focused Wealth Management bought 451 Citigroup shares in Q2 2026, an estimated $58.7K.
Citigroup made up 0.61% of Focused Wealth Management's portfolio in Q2 2026, its #26 holding.
Focused Wealth Management first reported a position in Citigroup in Q3 2013 and has held it in 52 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.