JWM
C icon

JGP Wealth Management’s Citigroup C Stock Holding History

JGP 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 		$272K Buy
1,943
+9
+0.5% +$1.17K 0.02% 201
2026
Q1 		$219K Buy
1,934
+32
+2% +$3.64K 0.02% 211
2025
Q4 		$222K Buy
+1,902
New +$198K 0.02% 221

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

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

JGP Wealth Management increased its Citigroup (C) stake by 0.47% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,943 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #201.

JGP Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • JGP Wealth Management held 1,943 shares of Citigroup worth $272K as of Q2 2026.
  • JGP Wealth Management bought 9 Citigroup shares in Q2 2026, an estimated $1.17K.
  • Citigroup made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #201 holding.
  • JGP Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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