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HB Wealth Management’s Citigroup C Stock Holding History

HB 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 		$14.6M Buy
103,976
+4,799
+5% +$625K 0.08% 135
2026
Q1 		$11.2M Buy
99,177
+9,270
+10% +$1.06M 0.07% 148
2025
Q4 		$10.5M Buy
89,907
+3,471
+4% +$360K 0.07% 147
2025
Q3 		$8.77M Buy
86,436
+15,848
+22% +$1.5M 0.06% 172
2025
Q2 		$6.01M Sell
70,588
-1,208
-2% -$87.3K 0.05% 200
2025
Q1 		$5.1M Buy
71,796
+23,065
+47% +$1.76M 0.04% 227
2024
Q4 		$3.43M Buy
48,731
+5,802
+14% +$391K 0.04% 206
2024
Q3 		$2.69M Buy
42,929
+1,284
+3% +$79.4K 0.03% 233
2024
Q2 		$2.64M Buy
41,645
+5,577
+15% +$344K 0.03% 227
2024
Q1 		$2.28M Buy
36,068
+3,353
+10% +$187K 0.03% 223
2023
Q4 		$1.68M Buy
32,715
+16,759
+105% +$742K 0.02% 249
2023
Q3 		$656K Sell
15,956
-13,253
-45% -$582K 0.01% 372
2023
Q2 		$1.34M Buy
29,209
+2,986
+11% +$140K 0.02% 255
2023
Q1 		$1.23M Buy
26,223
+2,911
+12% +$143K 0.02% 259
2022
Q4 		$1.05M Buy
23,312
+2,231
+11% +$101K 0.02% 274
2022
Q3 		$878K Sell
21,081
-1,787
-8% -$88.3K 0.02% 275
2022
Q2 		$1.05M Sell
22,868
-29
-0.1% -$1.45K 0.02% 248
2022
Q1 		$1.22M Buy
22,897
+2,591
+13% +$160K 0.02% 245
2021
Q4 		$1.23M Buy
+20,306
New +$1.35M 0.02% 216

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

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

HB Wealth Management increased its Citigroup (C) stake by 4.8% in Q2 2026, buying an estimated $625K and bringing the position to 103,976 shares worth $14.6M. The position accounts for 0.08% of the portfolio, ranked #135.

HB Wealth Management first reported a position in C in Q4 2021 and has held it in 19 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • HB Wealth Management held 103,976 shares of Citigroup worth $14.6M as of Q2 2026.
  • HB Wealth Management bought 4,799 Citigroup shares in Q2 2026, an estimated $625K.
  • Citigroup made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #135 holding.
  • HB Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.