IAG Wealth Partners’s Citigroup C Stock Holding History

IAG Wealth Partners’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	$560	Hold	4	–	–	﹤0.01%	495
2026 Q1	$454	Hold	4	–	–	﹤0.01%	500
2025 Q4	$467	Hold	4	–	–	﹤0.01%	484
2025 Q3	$406	Hold	4	–	–	﹤0.01%	506
2025 Q2	$340	Sell	4 -15	-79%	-$1.08K	﹤0.01%	482
2025 Q1	$1.35K	Buy	19 +15	+375%	+$1.14K	﹤0.01%	457
2024 Q4	$282	Sell	4 -100	-96%	-$6.74K	﹤0.01%	499
2024 Q3	$6.51K	Buy	104 +100	+2,500%	+$6.18K	﹤0.01%	386
2024 Q2	$254	Hold	4	–	–	﹤0.01%	486
2024 Q1	$253	Hold	4	–	–	﹤0.01%	437
2023 Q4	$206	Sell	4 -172	-98%	-$7.62K	﹤0.01%	415
2023 Q3	$7.24K	Buy	176 +172	+4,300%	+$7.55K	﹤0.01%	335
2023 Q2	$184	Hold	4	–	–	﹤0.01%	441
2023 Q1	$188	Hold	4	–	–	﹤0.01%	442
2022 Q4	$181	Hold	4	–	–	﹤0.01%	428
2022 Q3	$0	Hold	4	–	–	﹤0.01%	440
2022 Q2	$0	Sell	4 -38	-90%	-$1.9K	﹤0.01%	439
2022 Q1	$2K	Buy	42 +38	+950%	+$2.35K	﹤0.01%	392
2021 Q4	$0	Sell	4 -67	-94%	-$4.46K	﹤0.01%	403
2021 Q3	$5K	Buy	71 +67	+1,675%	+$4.68K	﹤0.01%	323
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	357
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	352
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	339
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	336
2020 Q2	$1K	Sell	4 -106	-96%	-$5.03K	﹤0.01%	384
2020 Q1	$5K	Hold	110	–	–	﹤0.01%	267
2019 Q4	$9K	Buy	+110	New	+$8.13K	0.01%	266

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

IAG Wealth Partners's C Position: Q2 2026 in Review

IAG Wealth Partners held its Citigroup (C) position steady in Q2 2026 at 4 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #495.

IAG Wealth Partners first reported a position in C in Q4 2019 and has held it in 27 quarters since. The position peaked at $9K in Q4 2019. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

IAG Wealth Partners held 4 shares of Citigroup worth $560 as of Q2 2026.
IAG Wealth Partners left its Citigroup share count unchanged in Q2 2026.
Citigroup made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #495 holding.
IAG Wealth Partners first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Citigroup position peaked at $9K in Q4 2019.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.