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Golden State Equity Partners’s Citigroup C Stock Holding History

Golden State Equity 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 		– Sell
-28,743
Closed -$3.26M – 542
2026
Q1 		$3.26M Buy
28,743
+11,454
+66% +$1.3M 0.25% 89
2025
Q4 		$2.02M Buy
17,289
+319
+2% +$33.1K 0.33% 59
2025
Q3 		$1.72M Sell
16,970
-4,664
-22% -$443K 0.29% 73
2025
Q2 		$1.84M Buy
21,634
+122
+0.6% +$8.82K 0.34% 61
2025
Q1 		$1.53M Buy
21,512
+499
+2% +$38K 0.3% 84
2024
Q4 		$1.48M Buy
21,013
+392
+2% +$26.4K 0.28% 82
2024
Q3 		$1.29M Buy
20,621
+1,249
+6% +$77.2K 0.2% 112
2024
Q2 		$1.23M Buy
+19,372
New +$1.19M 0.26% 97
2021
Q4 		– Sell
-12,534
Closed -$880K – 192
2021
Q3 		$880K Buy
+12,534
New +$876K 0.36% 65

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

Golden State Equity Partners's C Position: Q2 2026 in Review

Golden State Equity Partners sold out of Citigroup (C) in Q2 2026, closing a stake of 28,743 shares — an estimated $3.26M sold.

Golden State Equity Partners first reported a position in C in Q3 2021 and held it in 9 quarters. The position peaked at $3.26M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Golden State Equity Partners reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 28,743 Citigroup shares in Q2 2026, an estimated $3.26M.
  • Golden State Equity Partners first reported a position in Citigroup in Q3 2021 and held it in 9 quarters.
  • Golden State Equity Partners's Citigroup position peaked at $3.26M in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.