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Lantern Wealth Advisors’s Citigroup C Stock Holding History

Lantern Wealth Advisors’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 		$282K Sell
2,017
-1,009
-33% -$131K 0.13% 151
2026
Q1 		$343K Buy
3,026
+1,176
+64% +$134K 0.18% 126
2025
Q4 		$216K Buy
+1,850
New +$192K 0.11% 153

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

Lantern Wealth Advisors's C Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Citigroup (C) stake by 33% in Q2 2026, selling an estimated $131K and leaving 2,017 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #151.

Lantern Wealth Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lantern Wealth Advisors held 2,017 shares of Citigroup worth $282K as of Q2 2026.
  • Lantern Wealth Advisors sold 1,009 Citigroup shares in Q2 2026, an estimated $131K.
  • Citigroup made up 0.13% of Lantern Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Lantern Wealth Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Lantern Wealth Advisors's Citigroup position peaked at $343K in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.