Maridea Wealth Management
C icon

Maridea Wealth Management’s Citigroup C Stock Holding History

Maridea 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 		$313K Buy
2,419
+72
+3% +$9.7K 0.03% 453
2026
Q2 		$329K Buy
+2,347
New +$306K 0.04% 397
2025
Q2 		– Sell
-7,187
Closed -$510K – 277
2025
Q1 		$510K Buy
+7,187
New +$548K 0.17% 119

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Maridea Wealth Management increased its Citigroup (C) stake by 3.1% in Q3 2026, buying an estimated $9.7K and bringing the position to 2,419 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #453.

Maridea Wealth Management first reported a position in C in Q1 2025 and has held it in 3 quarters since. The position peaked at $510K in Q1 2025. 1,977 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Maridea Wealth Management held 2,419 shares of Citigroup worth $313K as of Q3 2026.
  • Maridea Wealth Management bought 72 Citigroup shares in Q3 2026, an estimated $9.7K.
  • Citigroup made up 0.03% of Maridea Wealth Management's portfolio in Q3 2026, its #453 holding.
  • Maridea Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Citigroup position peaked at $510K in Q1 2025.
  • 1,977 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.