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Foster Victor Wealth Advisors’s Citigroup C Stock Holding History

Foster Victor 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 		$20M Buy
150,446
+2,840
+2% +$370K 1.05% 26
2026
Q1 		$19.1M Buy
147,606
+4,634
+3% +$528K 1.09% 30
2025
Q4 		$16.9M Buy
142,972
+4,888
+4% +$508K 0.98% 40
2025
Q3 		$13.5M Buy
+138,084
New +$13.1M 0.84% 58

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

Foster Victor Wealth Advisors's C Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Citigroup (C) stake by 1.9% in Q2 2026, buying an estimated $370K and bringing the position to 150,446 shares worth $20M. The position accounts for 1.05% of the portfolio, ranked #26.

Foster Victor Wealth Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Foster Victor Wealth Advisors held 150,446 shares of Citigroup worth $20M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 2,840 Citigroup shares in Q2 2026, an estimated $370K.
  • Citigroup made up 1.05% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Foster Victor Wealth Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.