IWM
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IMG Wealth Management’s Citigroup C Stock Holding History

IMG 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 		$41.1K Buy
294
+50
+20% +$6.51K 0.02% 198
2026
Q1 		$27.7K Buy
244
+162
+198% +$18.4K 0.02% 207
2025
Q4 		$9.57K Buy
82
+15
+22% +$1.56K 0.01% 322
2025
Q3 		$6.8K Hold
67
– – ﹤0.01% 322
2025
Q2 		$5.7K Buy
+67
New +$4.84K ﹤0.01% 330

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

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

IMG Wealth Management increased its Citigroup (C) stake by 20% in Q2 2026, buying an estimated $6.51K and bringing the position to 294 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #198.

IMG Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • IMG Wealth Management held 294 shares of Citigroup worth $41.1K as of Q2 2026.
  • IMG Wealth Management bought 50 Citigroup shares in Q2 2026, an estimated $6.51K.
  • Citigroup made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #198 holding.
  • IMG Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.