LJI Wealth Management
C icon

LJI Wealth Management’s Citigroup C Stock Holding History

LJI 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
Q3 		– Sell
-1,789
Closed -$250K – 198
2026
Q2 		$250K Buy
+1,789
New +$233K 0.04% 176
2023
Q4 		– Sell
-5,962
Closed -$245K – 173
2023
Q3 		$245K Sell
5,962
-700
-11% -$30.7K 0.07% 140
2023
Q2 		$307K Sell
6,662
-249
-4% -$11.7K 0.09% 115
2023
Q1 		$324K Sell
6,911
-60
-0.9% -$2.94K 0.1% 105
2022
Q4 		$315K Buy
+6,971
New +$317K 0.11% 93

Other funds holding C

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LJI Wealth Management's C Position: Q3 2026 in Review

LJI Wealth Management sold out of Citigroup (C) in Q3 2026, closing a stake of 1,789 shares — an estimated $250K sold.

LJI Wealth Management first reported a position in C in Q4 2022 and held it in 5 quarters. The position peaked at $324K in Q1 2023. 1,946 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • LJI Wealth Management reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • LJI Wealth Management sold 1,789 Citigroup shares in Q3 2026, an estimated $250K.
  • LJI Wealth Management first reported a position in Citigroup in Q4 2022 and held it in 5 quarters.
  • LJI Wealth Management's Citigroup position peaked at $324K in Q1 2023.
  • 1,946 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.