GWM
C icon

Greenwich Wealth Management’s Citigroup C Stock Holding History

Greenwich 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 		$263K Sell
1,880
-300
-14% -$39.1K 0.01% 251
2026
Q1 		$247K Sell
2,180
-280
-11% -$31.9K 0.01% 264
2025
Q4 		$287K Buy
+2,460
New +$255K 0.01% 239
2021
Q2 		– Sell
-2,880
Closed -$210K – 227
2021
Q1 		$210K Buy
+2,880
New +$192K 0.02% 188
2015
Q1 		– Sell
-257,694
Closed -$13.9M – 175
2014
Q4 		$13.9M Sell
257,694
-14
-0% -$743 0.92% 23
2014
Q3 		$13.4M Buy
257,708
+4
+0% +$201 0.9% 24
2014
Q2 		$12.1M Buy
257,704
+10
+0% +$476 0.81% 27
2014
Q1 		$12.3M Sell
257,694
-600
-0.2% -$29.9K 0.85% 25
2013
Q4 		$13.5M Sell
258,294
-543
-0.2% -$27.5K 1.36% 23
2013
Q3 		$12.6M Sell
258,837
-333
-0.1% -$16.8K 0.9% 23
2013
Q2 		$12.4M Buy
+259,170
New +$12.5M 0.92% 24

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

Greenwich Wealth Management's C Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $39.1K and leaving 1,880 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #251.

Greenwich Wealth Management first reported a position in C in Q2 2013 and has held it in 11 quarters since. The position peaked at $13.9M in Q4 2014. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Greenwich Wealth Management held 1,880 shares of Citigroup worth $263K as of Q2 2026.
  • Greenwich Wealth Management sold 300 Citigroup shares in Q2 2026, an estimated $39.1K.
  • Citigroup made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Greenwich Wealth Management first reported a position in Citigroup in Q2 2013 and has held it in 11 quarters since.
  • Greenwich Wealth Management's Citigroup position peaked at $13.9M in Q4 2014.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.