GWS
C icon

Greykasell Wealth Strategies’s Citigroup C Stock Holding History

Greykasell Wealth Strategies’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 		$858K Buy
6,127
+387
+7% +$50.4K 0.31% 70
2026
Q1 		$651K Buy
5,740
+2
+0% +$228 0.26% 82
2025
Q4 		$670K Buy
5,738
+2
+0% +$208 0.26% 82
2025
Q3 		$582K Sell
5,736
-1
-0% -$95 0.25% 83
2025
Q2 		$488K Buy
5,737
+2
+0% +$145 0.23% 83
2025
Q1 		$407K Buy
5,735
+1
+0% +$76 0.22% 90
2024
Q4 		$404K Buy
+5,734
New +$386K 0.22% 90

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

Greykasell Wealth Strategies's C Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Citigroup (C) stake by 6.7% in Q2 2026, buying an estimated $50.4K and bringing the position to 6,127 shares worth $858K. The position accounts for 0.31% of the portfolio, ranked #70.

Greykasell Wealth Strategies first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Greykasell Wealth Strategies held 6,127 shares of Citigroup worth $858K as of Q2 2026.
  • Greykasell Wealth Strategies bought 387 Citigroup shares in Q2 2026, an estimated $50.4K.
  • Citigroup made up 0.31% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #70 holding.
  • Greykasell Wealth Strategies first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.