JPWM
C icon

Jamison Private Wealth Management’s Citigroup C Stock Holding History

Jamison Private 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 		$1.61M Buy
11,498
+276
+2% +$35.9K 0.16% 103
2026
Q1 		$1.27M Buy
11,222
+224
+2% +$25.5K 0.15% 109
2025
Q4 		$1.28M Buy
10,998
+26
+0.2% +$2.7K 0.16% 109
2025
Q3 		$1.11M Buy
10,972
+1,051
+11% +$99.7K 0.14% 110
2025
Q2 		$845K Sell
9,921
-731
-7% -$52.8K 0.12% 114
2025
Q1 		$756K Sell
10,652
-2,932
-22% -$224K 0.12% 115
2024
Q4 		$956K Buy
13,584
+1,002
+8% +$67.5K 0.14% 111
2024
Q3 		$788K Buy
12,582
+2,474
+24% +$153K 0.12% 114
2024
Q2 		$641K Buy
10,108
+1,441
+17% +$88.8K 0.11% 116
2024
Q1 		$548K Buy
8,667
+3,954
+84% +$220K 0.09% 129
2023
Q4 		$242K Buy
4,713
+3
+0.1% +$133 0.05% 156
2023
Q3 		$194K Buy
+4,710
New +$207K 0.04% 160

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

Jamison Private Wealth Management's C Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Citigroup (C) stake by 2.5% in Q2 2026, buying an estimated $35.9K and bringing the position to 11,498 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #103.

Jamison Private Wealth Management first reported a position in C in Q3 2023 and has held it in 12 quarters since. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Jamison Private Wealth Management held 11,498 shares of Citigroup worth $1.61M as of Q2 2026.
  • Jamison Private Wealth Management bought 276 Citigroup shares in Q2 2026, an estimated $35.9K.
  • Citigroup made up 0.16% of Jamison Private Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Jamison Private Wealth Management first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.