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 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

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

LJI Wealth Management's C Position: Q2 2026 in Review

LJI Wealth Management opened a new position in Citigroup (C) in Q2 2026: 1,789 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings. This is a return to the name: LJI Wealth Management previously reported a position in C as recently as Q3 2023.

LJI Wealth Management first reported a position in C in Q4 2022 and has held it in 5 quarters since. The position peaked at $324K in Q1 2023. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

LJI Wealth Management held 1,789 shares of Citigroup worth $250K as of Q2 2026.
Citigroup was a new LJI Wealth Management position in Q2 2026.
Citigroup made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #176 holding.
LJI Wealth Management first reported a position in Citigroup in Q4 2022 and has held it in 5 quarters since.
LJI Wealth Management's Citigroup position peaked at $324K in Q1 2023.
2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.