JTWM
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Jackson Thornton Wealth Management’s Citigroup C Stock Holding History

Jackson Thornton 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 		$923K Buy
6,597
+822
+14% +$107K 0.07% 78
2026
Q1 		$718K Buy
5,775
+805
+16% +$91.7K 0.06% 77
2025
Q4 		$609K Buy
4,970
+497
+11% +$51.6K 0.06% 90
2025
Q3 		$433K Buy
4,473
+1,661
+59% +$158K 0.04% 119
2025
Q2 		$241K Buy
+2,812
New +$203K 0.03% 110

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

Jackson Thornton Wealth Management's C Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Citigroup (C) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 6,597 shares worth $923K. The position accounts for 0.07% of the portfolio, ranked #78.

Jackson Thornton 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.

  • Jackson Thornton Wealth Management held 6,597 shares of Citigroup worth $923K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 822 Citigroup shares in Q2 2026, an estimated $107K.
  • Citigroup made up 0.07% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Jackson Thornton 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 Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.