GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Citigroup C Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$249K Buy
+1,782
New +$232K 0.01% 320
2021
Q4 		– Sell
-224
Closed -$15K – 409
2021
Q3 		$15K Buy
+224
New +$15.7K ﹤0.01% 566

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 $3.38T AUM 44.17% 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

Gerber Kawasaki Wealth & Investment Management's C Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in Citigroup (C) in Q2 2026: 1,782 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in C as recently as Q3 2021.

Gerber Kawasaki Wealth & Investment Management first reported a position in C in Q3 2021 and has held it in 2 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,782 shares of Citigroup worth $249K as of Q2 2026.
  • Citigroup was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
  • Citigroup made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #320 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Citigroup in Q3 2021 and has held it in 2 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.