Gratus Wealth Advisors’s Citigroup C Stock Holding History

Gratus 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	$418K	Buy	2,988 +2	+0.1%	+$260	0.05%	99
2026 Q1	$339K	Buy	+2,986	New	+$340K	0.05%	108
2024 Q1	–	Sell	-5,646	Closed	-$290K	–	135
2023 Q4	$290K	Buy	+5,646	New	+$250K	0.06%	118

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gratus Wealth Advisors's C Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Citigroup (C) stake by 0.07% in Q2 2026, buying an estimated $260 and bringing the position to 2,988 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #99.

Gratus Wealth Advisors first reported a position in C in Q4 2023 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Gratus Wealth Advisors held 2,988 shares of Citigroup worth $418K as of Q2 2026.
Gratus Wealth Advisors bought 2 Citigroup shares in Q2 2026, an estimated $260.
Citigroup made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Gratus Wealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 3 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.