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Madison Wealth Partners’s Citigroup C Stock Holding History

Madison Wealth Partners’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 		$555K Buy
3,967
+700
+21% +$91.1K 0.07% 145
2026
Q1 		$371K Buy
3,267
+27
+0.8% +$3.08K 0.06% 144
2025
Q4 		$378K Sell
3,240
-145
-4% -$15.1K 0.07% 130
2025
Q3 		$344K Buy
3,385
+3
+0.1% +$285 0.07% 119
2025
Q2 		$288K Buy
3,382
+43
+1% +$3.11K 0.06% 125
2025
Q1 		$237K Sell
3,339
-1,699
-34% -$130K 0.06% 134
2024
Q4 		$355K Sell
5,038
-7
-0.1% -$472 0.1% 102
2024
Q3 		$316K Sell
5,045
-46
-0.9% -$2.85K 0.09% 111
2024
Q2 		$323K Buy
5,091
+3
+0.1% +$185 0.11% 88
2024
Q1 		$322K Sell
5,088
-746
-13% -$41.5K 0.12% 91
2023
Q4 		$300K Buy
+5,834
New +$258K 0.12% 92

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

Madison Wealth Partners's C Position: Q2 2026 in Review

Madison Wealth Partners increased its Citigroup (C) stake by 21% in Q2 2026, buying an estimated $91.1K and bringing the position to 3,967 shares worth $555K. The position accounts for 0.07% of the portfolio, ranked #145.

Madison Wealth Partners first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Madison Wealth Partners held 3,967 shares of Citigroup worth $555K as of Q2 2026.
  • Madison Wealth Partners bought 700 Citigroup shares in Q2 2026, an estimated $91.1K.
  • Citigroup made up 0.07% of Madison Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Madison Wealth Partners first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.