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HHM Wealth Advisors’s Citigroup C Stock Holding History

HHM Wealth Advisors’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 		$40.9K Buy
292
+199
+214% +$25.9K ﹤0.01% 415
2026
Q1 		$10.5K Buy
93
+35
+60% +$3.99K ﹤0.01% 636
2025
Q4 		$6.77K Hold
58
– – ﹤0.01% 663
2025
Q3 		$5.89K Sell
58
-465
-89% -$44.1K ﹤0.01% 704
2025
Q2 		$44.5K Sell
523
-2
-0.4% -$145 0.01% 391
2025
Q1 		$37.3K Buy
525
+467
+805% +$35.6K 0.01% 406
2024
Q4 		$4.08K Buy
+58
New +$3.91K ﹤0.01% 695
2024
Q2 		– Sell
-212
Closed -$13.4K – 795
2024
Q1 		$13.4K Hold
212
– – ﹤0.01% 477
2023
Q4 		$10.9K Hold
212
– – ﹤0.01% 499
2023
Q3 		$8.72K Hold
212
– – ﹤0.01% 527
2023
Q2 		$9.76K Hold
212
– – ﹤0.01% 536
2023
Q1 		$9.94K Sell
212
-75
-26% -$3.68K ﹤0.01% 529
2022
Q4 		$13K Buy
287
+39
+16% +$1.77K ﹤0.01% 417
2022
Q3 		$10K Sell
248
-225
-48% -$11.1K ﹤0.01% 432
2022
Q2 		$22K Buy
473
+65
+16% +$3.25K 0.01% 411
2022
Q1 		$22K Hold
408
– – 0.01% 427
2021
Q4 		$25K Hold
408
– – 0.01% 394
2021
Q3 		$29K Hold
408
– – 0.01% 361
2021
Q2 		$29K Hold
408
– – 0.01% 355
2021
Q1 		$30K Hold
408
– – 0.01% 336
2020
Q4 		$25K Sell
408
-100
-20% -$5.08K 0.01% 330
2020
Q3 		$22K Hold
508
– – 0.01% 303
2020
Q2 		$26K Hold
508
– – 0.01% 284
2020
Q1 		$21K Buy
+508
New +$34.1K 0.01% 291

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's C Position: Q2 2026 in Review

HHM Wealth Advisors increased its Citigroup (C) stake by 214% in Q2 2026, buying an estimated $25.9K and bringing the position to 292 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

HHM Wealth Advisors first reported a position in C in Q1 2020 and has held it in 24 quarters since. The position peaked at $44.5K in Q2 2025. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • HHM Wealth Advisors held 292 shares of Citigroup worth $40.9K as of Q2 2026.
  • HHM Wealth Advisors bought 199 Citigroup shares in Q2 2026, an estimated $25.9K.
  • Citigroup made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #415 holding.
  • HHM Wealth Advisors first reported a position in Citigroup in Q1 2020 and has held it in 24 quarters since.
  • HHM Wealth Advisors's Citigroup position peaked at $44.5K in Q2 2025.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.