Intentional Wealth Strategies’s Citigroup C Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-863	Closed	-$97.9K	–	199
2026 Q1	$97.9K	Buy	+863	New	+$98.3K	0.09%	106

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intentional Wealth Strategies's C Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Citigroup (C) in Q2 2026, closing a stake of 863 shares — an estimated $97.9K sold.

Intentional Wealth Strategies first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $97.9K in Q1 2026. 2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

Intentional Wealth Strategies reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 863 Citigroup shares in Q2 2026, an estimated $97.9K.
Intentional Wealth Strategies first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Citigroup position peaked at $97.9K in Q1 2026.
2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.