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Marks Group Wealth Management’s Citigroup C Stock Holding History

Marks Group 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 		$249K Sell
1,778
-280
-14% -$36.5K 0.02% 335
2026
Q1 		$233K Sell
2,058
-25
-1% -$2.85K 0.02% 320
2025
Q4 		$243K Sell
2,083
-118
-5% -$12.3K 0.02% 310
2025
Q3 		$223K Buy
+2,201
New +$209K 0.02% 282

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

Marks Group Wealth Management's C Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $36.5K and leaving 1,778 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #335.

Marks Group Wealth Management first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Marks Group Wealth Management held 1,778 shares of Citigroup worth $249K as of Q2 2026.
  • Marks Group Wealth Management sold 280 Citigroup shares in Q2 2026, an estimated $36.5K.
  • Citigroup made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Marks Group Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.