GWN Securities’s Citigroup C Stock Holding History

GWN Securities’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	$777K	Sell	5,553 -381	-6%	-$49.6K	0.13%	209
2026 Q1	$673K	Buy	+5,934	New	+$676K	0.13%	202
2025 Q2	–	Sell	-7,504	Closed	-$555K	–	445
2025 Q1	$555K	Buy	+7,504	New	+$572K	0.03%	441

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

GWN Securities's C Position: Q2 2026 in Review

GWN Securities reduced its Citigroup (C) stake by 6.4% in Q2 2026, selling an estimated $49.6K and leaving 5,553 shares worth $777K. The position accounts for 0.13% of the portfolio, ranked #209.

GWN Securities first reported a position in C in Q1 2025 and has held it in 3 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

GWN Securities held 5,553 shares of Citigroup worth $777K as of Q2 2026.
GWN Securities sold 381 Citigroup shares in Q2 2026, an estimated $49.6K.
Citigroup made up 0.13% of GWN Securities's portfolio in Q2 2026, its #209 holding.
GWN Securities first reported a position in Citigroup in Q1 2025 and has held it in 3 quarters since.
2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.