GSWM
C icon

Golden State Wealth Management’s Citigroup C Stock Holding History

Golden State Wealth 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 		$303K Buy
2,162
+72
+3% +$9.37K 0.03% 353
2026
Q1 		$237K Buy
2,090
+59
+3% +$6.72K 0.03% 364
2025
Q4 		$237K Sell
2,031
-257
-11% -$26.7K 0.03% 367
2025
Q3 		$232K Buy
2,288
+2
+0.1% +$190 0.03% 355
2025
Q2 		$195K Sell
2,286
-563
-20% -$40.7K 0.02% 362
2025
Q1 		$202K Sell
2,849
-36
-1% -$2.75K 0.03% 337
2024
Q4 		$203K Buy
+2,885
New +$194K 0.03% 321
2022
Q1 		$259K Sell
4,843
-377
-7% -$23.3K 0.05% 260
2021
Q4 		$315K Sell
5,220
-443
-8% -$29.5K 0.05% 280
2021
Q3 		$397K Buy
5,663
+496
+10% +$34.7K 0.09% 190
2021
Q2 		$366K Sell
5,167
-1,078
-17% -$79.8K 0.08% 201
2021
Q1 		$454K Sell
6,245
-1,806
-22% -$121K 0.15% 108
2020
Q4 		$496K Buy
8,051
+1,536
+24% +$78.1K 0.14% 128
2020
Q3 		$281K Sell
6,515
-279
-4% -$13.9K 0.09% 154
2020
Q2 		$347K Buy
6,794
+2,325
+52% +$110K 0.11% 122
2020
Q1 		$188K Buy
+4,469
New +$300K 0.08% 162
2019
Q4 		– Sell
-4,690
Closed -$324K – 172
2019
Q3 		$324K Buy
4,690
+176
+4% +$12K 0.11% 148
2019
Q2 		$316K Sell
4,514
-163
-3% -$10.9K 0.1% 162
2019
Q1 		$291K Buy
+4,677
New +$290K 0.1% 173

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 Wealth Management's C Position: Q2 2026 in Review

Golden State Wealth Management increased its Citigroup (C) stake by 3.4% in Q2 2026, buying an estimated $9.37K and bringing the position to 2,162 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #353.

Golden State Wealth Management first reported a position in C in Q1 2019 and has held it in 19 quarters since. The position peaked at $496K in Q4 2020. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Golden State Wealth Management held 2,162 shares of Citigroup worth $303K as of Q2 2026.
  • Golden State Wealth Management bought 72 Citigroup shares in Q2 2026, an estimated $9.37K.
  • Citigroup made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Golden State Wealth Management first reported a position in Citigroup in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Citigroup position peaked at $496K in Q4 2020.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.