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Guardian Wealth Advisors (North Carolina)’s Citigroup C Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$517K Buy
3,693
+23
+0.6% +$2.99K 0.03% 232
2026
Q1 		$416K Buy
3,670
+24
+0.7% +$2.73K 0.03% 241
2025
Q4 		$425K Buy
3,646
+1
+0% +$104 0.03% 239
2025
Q3 		$370K Buy
3,645
+7
+0.2% +$664 0.02% 253
2025
Q2 		$310K Sell
3,638
-1,053
-22% -$76.1K 0.02% 262
2025
Q1 		$333K Buy
4,691
+1,012
+28% +$77.2K 0.03% 239
2024
Q4 		$259K Buy
3,679
+86
+2% +$5.8K 0.02% 269
2024
Q3 		$225K Sell
3,593
-140
-4% -$8.66K 0.02% 252
2024
Q2 		$237K Sell
3,733
-655
-15% -$40.4K 0.03% 237
2024
Q1 		$278K Buy
4,388
+407
+10% +$22.6K 0.03% 218
2023
Q4 		$205K Buy
+3,981
New +$176K 0.03% 240

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

Guardian Wealth Advisors (North Carolina)'s C Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Citigroup (C) stake by 0.63% in Q2 2026, buying an estimated $2.99K and bringing the position to 3,693 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #232.

Guardian Wealth Advisors (North Carolina) first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,693 shares of Citigroup worth $517K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 23 Citigroup shares in Q2 2026, an estimated $2.99K.
  • Citigroup made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #232 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.