GPWA
C icon

Gaddis Premier Wealth Advisors’s Citigroup C Stock Holding History

Gaddis Premier 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 		$1.05M Buy
7,532
+371
+5% +$48.3K 0.64% 27
2026
Q1 		$812K Buy
+7,161
New +$815K 0.6% 33

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

Gaddis Premier Wealth Advisors's C Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its Citigroup (C) stake by 5.2% in Q2 2026, buying an estimated $48.3K and bringing the position to 7,532 shares worth $1.05M. The position accounts for 0.64% of the portfolio, ranked #27.

Gaddis Premier Wealth Advisors first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 7,532 shares of Citigroup worth $1.05M as of Q2 2026.
  • Gaddis Premier Wealth Advisors bought 371 Citigroup shares in Q2 2026, an estimated $48.3K.
  • Citigroup made up 0.64% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.