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Legacy Wealth Management (Idaho)’s Citigroup C Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-822
Closed -$93.2K – 296
2026
Q1 		$93.2K Buy
822
+56
+7% +$6.38K 0.05% 192
2025
Q4 		$89.4K Buy
766
+317
+71% +$32.9K 0.04% 162
2025
Q3 		$45.6K Hold
449
– – 0.02% 179
2025
Q2 		$38.2K Hold
449
– – 0.02% 176
2025
Q1 		$31.9K Hold
449
– – 0.02% 188
2024
Q4 		$36.7K Hold
449
– – 0.02% 146
2024
Q3 		$30.9K Buy
+449
New +$27.8K 0.02% 159

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

Legacy Wealth Management (Idaho)'s C Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Citigroup (C) in Q2 2026, closing a stake of 822 shares — an estimated $93.2K sold.

Legacy Wealth Management (Idaho) first reported a position in C in Q3 2024 and held it in 7 quarters. The position peaked at $93.2K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 822 Citigroup shares in Q2 2026, an estimated $93.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Citigroup in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Citigroup position peaked at $93.2K in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.