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Lineweaver Wealth Advisors’s Citigroup C Stock Holding History

Lineweaver 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 		$4.13M Buy
29,497
+135
+0.5% +$17.6K 0.49% 48
2026
Q1 		$3.33M Sell
29,362
-1,744
-6% -$199K 0.45% 46
2025
Q4 		$3.63M Buy
31,106
+629
+2% +$65.3K 0.49% 42
2025
Q3 		$3.09M Sell
30,477
-6,544
-18% -$621K 0.45% 45
2025
Q2 		$3.15M Buy
37,021
+2,783
+8% +$201K 0.5% 41
2025
Q1 		$2.43M Buy
34,238
+2,107
+7% +$161K 0.41% 47
2024
Q4 		$2.26M Buy
32,131
+1,702
+6% +$115K 0.42% 50
2024
Q3 		$1.91M Buy
30,429
+2,042
+7% +$126K 0.36% 53
2024
Q2 		$1.8M Buy
28,387
+2,151
+8% +$133K 0.37% 51
2024
Q1 		$1.66M Buy
26,236
+2,027
+8% +$113K 0.39% 52
2023
Q4 		$1.25M Buy
24,209
+10,087
+71% +$447K 0.32% 64
2023
Q3 		$581K Buy
+14,122
New +$620K 0.17% 89

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

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

Lineweaver Wealth Advisors increased its Citigroup (C) stake by 0.46% in Q2 2026, buying an estimated $17.6K and bringing the position to 29,497 shares worth $4.13M. The position accounts for 0.49% of the portfolio, ranked #48.

Lineweaver Wealth Advisors first reported a position in C in Q3 2023 and has held it in 12 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lineweaver Wealth Advisors held 29,497 shares of Citigroup worth $4.13M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 135 Citigroup shares in Q2 2026, an estimated $17.6K.
  • Citigroup made up 0.49% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Lineweaver Wealth Advisors first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.