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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
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

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

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

Maridea Wealth Management opened a new position in Citigroup (C) in Q2 2026: 2,347 shares worth $329K. The stake represents 0.04% of the portfolio and ranks #397 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in C as recently as Q1 2025.

Maridea Wealth Management first reported a position in C in Q1 2025 and has held it in 2 quarters since. The position peaked at $510K in Q1 2025. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Maridea Wealth Management held 2,347 shares of Citigroup worth $329K as of Q2 2026.
  • Citigroup was a new Maridea Wealth Management position in Q2 2026.
  • Citigroup made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Maridea Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's Citigroup position peaked at $510K in Q1 2025.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.