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Founders Grove Wealth Partners’s Citigroup C Stock Holding History

Founders Grove Wealth Partners’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 		$299K Buy
2,138
+105
+5% +$13.7K 0.06% 144
2026
Q1 		$231K Buy
2,033
+157
+8% +$17.9K 0.05% 151
2025
Q4 		$219K Buy
+1,876
New +$195K 0.05% 145

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

Founders Grove Wealth Partners's C Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Citigroup (C) stake by 5.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,138 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #144.

Founders Grove Wealth Partners first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Founders Grove Wealth Partners held 2,138 shares of Citigroup worth $299K as of Q2 2026.
  • Founders Grove Wealth Partners bought 105 Citigroup shares in Q2 2026, an estimated $13.7K.
  • Citigroup made up 0.06% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Founders Grove Wealth Partners first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.