FSM Wealth Advisors’s Citigroup C Stock Holding History

FSM 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	$645K	Buy	4,611 +363	+9%	+$47.3K	0.07%	153
2026 Q1	$482K	Buy	4,248 +673	+19%	+$76.6K	0.06%	169
2025 Q4	$417K	Buy	3,575 +258	+8%	+$26.8K	0.06%	186
2025 Q3	$337K	Buy	3,317 +491	+17%	+$46.6K	0.05%	221
2025 Q2	$248K	Buy	+2,826	New	+$204K	0.04%	239

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

FSM Wealth Advisors's C Position: Q2 2026 in Review

FSM Wealth Advisors increased its Citigroup (C) stake by 8.5% in Q2 2026, buying an estimated $47.3K and bringing the position to 4,611 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #153.

FSM Wealth Advisors first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

FSM Wealth Advisors held 4,611 shares of Citigroup worth $645K as of Q2 2026.
FSM Wealth Advisors bought 363 Citigroup shares in Q2 2026, an estimated $47.3K.
Citigroup made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #153 holding.
FSM Wealth Advisors first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.