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FSB Premier Wealth Management’s Citigroup C Stock Holding History

FSB Premier 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 		$279K Sell
1,991
-19
-0.9% -$2.47K 0.08% 214
2026
Q1 		$228K Buy
2,010
+6
+0.3% +$683 0.07% 234
2025
Q4 		$234K Buy
+2,004
New +$208K 0.07% 216
2022
Q1 		– Sell
-522
Closed -$31K – 186
2021
Q4 		$31K Buy
+522
New +$34.7K 0.01% 294

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

FSB Premier Wealth Management's C Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Citigroup (C) stake by 0.95% in Q2 2026, selling an estimated $2.47K and leaving 1,991 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #214.

FSB Premier Wealth Management first reported a position in C in Q4 2021 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • FSB Premier Wealth Management held 1,991 shares of Citigroup worth $279K as of Q2 2026.
  • FSB Premier Wealth Management sold 19 Citigroup shares in Q2 2026, an estimated $2.47K.
  • Citigroup made up 0.08% of FSB Premier Wealth Management's portfolio in Q2 2026, its #214 holding.
  • FSB Premier Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.