Kiley Juergens Wealth Management’s Citigroup C Stock Holding History

Kiley Juergens 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	$516K	Buy	3,685 +1	+0%	+$130	0.08%	139
2026 Q1	$418K	Buy	+3,684	New	+$420K	0.07%	149
2023 Q4	–	Sell	-10,157	Closed	-$418K	–	67
2023 Q3	$418K	Sell	10,157 -2,774	-21%	-$122K	0.15%	66
2023 Q2	$595K	Sell	12,931 -1,170	-8%	-$54.8K	0.21%	61
2023 Q1	$661K	Sell	14,101 -668	-5%	-$32.8K	0.25%	61
2022 Q4	$668K	Sell	14,769 -1,641	-10%	-$74.5K	0.28%	59
2022 Q3	$683K	Buy	16,410 +1,297	+9%	+$64.1K	0.32%	57
2022 Q2	$695K	Buy	+15,113	New	+$756K	0.33%	54

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

Kiley Juergens Wealth Management's C Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Citigroup (C) stake by 0.03% in Q2 2026, buying an estimated $130 and bringing the position to 3,685 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #139.

Kiley Juergens Wealth Management first reported a position in C in Q2 2022 and has held it in 8 quarters since. The position peaked at $695K in Q2 2022. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Kiley Juergens Wealth Management held 3,685 shares of Citigroup worth $516K as of Q2 2026.
Kiley Juergens Wealth Management bought 1 Citigroup share in Q2 2026, an estimated $130.
Citigroup made up 0.08% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #139 holding.
Kiley Juergens Wealth Management first reported a position in Citigroup in Q2 2022 and has held it in 8 quarters since.
Kiley Juergens Wealth Management's Citigroup position peaked at $695K in Q2 2022.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.