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Fourth Dimension Wealth’s Citigroup C Stock Holding History

Fourth Dimension 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 		$79.5K Buy
568
+196
+53% +$25.5K 0.03% 216
2026
Q1 		$42.2K Sell
372
-350
-48% -$39.9K 0.02% 246
2025
Q4 		$84.3K Buy
722
+700
+3,182% +$72.7K 0.03% 189
2025
Q3 		$2.23K Hold
22
– – ﹤0.01% 525
2025
Q2 		$1.87K Hold
22
– – ﹤0.01% 535
2025
Q1 		$1.56K Sell
22
-1,610
-99% -$123K ﹤0.01% 553
2024
Q4 		$115K Buy
+1,632
New +$110K 0.06% 140

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

Fourth Dimension Wealth's C Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Citigroup (C) stake by 53% in Q2 2026, buying an estimated $25.5K and bringing the position to 568 shares worth $79.5K. The position accounts for 0.03% of the portfolio, ranked #216.

Fourth Dimension Wealth first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $115K in Q4 2024. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fourth Dimension Wealth held 568 shares of Citigroup worth $79.5K as of Q2 2026.
  • Fourth Dimension Wealth bought 196 Citigroup shares in Q2 2026, an estimated $25.5K.
  • Citigroup made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #216 holding.
  • Fourth Dimension Wealth first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Citigroup position peaked at $115K in Q4 2024.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.