Jupiter Wealth Management’s Citigroup C Stock Holding History

Jupiter 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	$3.4M	Buy	24,300 +2,300	+10%	+$299K	1.36%	19
2026 Q1	$2.73M	Hold	22,000	–	–	1.08%	24
2025 Q4	$2.45M	Buy	22,000 +25	+0.1%	+$2.6K	1.09%	22
2025 Q3	$2.23M	Buy	21,975 +1,975	+10%	+$187K	1.05%	24
2025 Q2	$1.89M	Sell	20,000 -7,500	-27%	-$542K	0.96%	25
2025 Q1	$2.09M	Sell	27,500 -15,588	-36%	-$1.19M	1.27%	20
2024 Q4	$3.03M	Buy	43,088 +3,250	+8%	+$219K	1.52%	18
2024 Q3	$2.49M	Buy	39,838 +5,250	+15%	+$325K	1.28%	24
2024 Q2	$2.24M	Sell	34,588 -334	-1%	-$20.6K	1.19%	27
2024 Q1	$2.19M	Buy	34,922 +17,922	+105%	+$997K	1.16%	27
2023 Q4	$874K	Hold	17,000	–	–	0.51%	48
2023 Q3	$715K	Buy	+17,000	New	+$746K	0.46%	50
2022 Q2	–	Sell	-12,500	Closed	-$667K	–	64
2022 Q1	$667K	Sell	12,500 -2,500	-17%	-$154K	0.42%	49
2021 Q4	$905K	Sell	15,000 -5,000	-25%	-$332K	0.47%	43
2021 Q3	$1.36M	Buy	20,000 +12,500	+167%	+$874K	0.64%	42
2021 Q2	$533K	Buy	7,500 +2,500	+50%	+$185K	0.26%	62
2021 Q1	$369K	Hold	5,000	–	–	0.19%	67
2020 Q4	$308K	Buy	+5,000	New	+$254K	0.19%	63
2020 Q1	–	Sell	-58,958	Closed	-$4.83M	–	76
2019 Q4	$4.83M	Sell	58,958 -155	-0.3%	-$11.5K	2.34%	17
2019 Q3	$4.08M	Sell	59,113 -471	-0.8%	-$32K	2.18%	18
2019 Q2	$4.22M	Sell	59,584 -195	-0.3%	-$13K	2.09%	20
2019 Q1	$4.17M	Buy	+59,779	New	+$3.71M	2.01%	22

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Jupiter Wealth Management increased its Citigroup (C) stake by 10% in Q2 2026, buying an estimated $299K and bringing the position to 24,300 shares worth $3.4M. The position accounts for 1.36% of the portfolio, ranked #19.

Jupiter Wealth Management first reported a position in C in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.83M in Q4 2019. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

Jupiter Wealth Management held 24,300 shares of Citigroup worth $3.4M as of Q2 2026.
Jupiter Wealth Management bought 2,300 Citigroup shares in Q2 2026, an estimated $299K.
Citigroup made up 1.36% of Jupiter Wealth Management's portfolio in Q2 2026, its #19 holding.
Jupiter Wealth Management first reported a position in Citigroup in Q1 2019 and has held it in 22 quarters since.
Jupiter Wealth Management's Citigroup position peaked at $4.83M in Q4 2019.
2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.