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GSB Wealth Management’s Citigroup C Stock Holding History

GSB 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 		$576K Hold
4,116
– – 0.12% 142
2026
Q1 		$467K Sell
4,116
-62
-1% -$7.06K 0.11% 144
2025
Q4 		$488K Buy
4,178
+96
+2% +$9.97K 0.11% 140
2025
Q3 		$414K Sell
4,082
-109
-3% -$10.3K 0.09% 156
2025
Q2 		$357K Buy
4,191
+111
+3% +$8.02K 0.09% 172
2025
Q1 		$290K Buy
4,080
+1,155
+39% +$88.1K 0.08% 171
2024
Q4 		$206K Buy
+2,925
New +$197K 0.05% 214

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

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

GSB Wealth Management held its Citigroup (C) position steady in Q2 2026 at 4,116 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #142.

GSB Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • GSB Wealth Management held 4,116 shares of Citigroup worth $576K as of Q2 2026.
  • GSB Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.12% of GSB Wealth Management's portfolio in Q2 2026, its #142 holding.
  • GSB Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.