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Gateway Wealth Partners’s Citigroup C Stock Holding History

Gateway 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 		$386K Sell
2,757
-2,097
-43% -$273K 0.02% 548
2026
Q1 		$550K Buy
+4,854
New +$553K 0.02% 548

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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

Gateway Wealth Partners's C Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Citigroup (C) stake by 43% in Q2 2026, selling an estimated $273K and leaving 2,757 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #548.

Gateway Wealth Partners first reported a position in C in Q1 2026 and has held it in 2 quarters since. The position peaked at $550K in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gateway Wealth Partners held 2,757 shares of Citigroup worth $386K as of Q2 2026.
  • Gateway Wealth Partners sold 2,097 Citigroup shares in Q2 2026, an estimated $273K.
  • Citigroup made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #548 holding.
  • Gateway Wealth Partners first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Citigroup position peaked at $550K in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.