Mascoma Wealth Management’s Citigroup C Stock Holding History

Mascoma 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	$72.5K	Buy	518 +18	+4%	+$2.34K	0.01%	157
2026 Q1	$56.7K	Sell	500 -22	-4%	-$2.5K	0.01%	178
2025 Q4	$60.9K	Buy	522 +22	+4%	+$2.29K	0.01%	166
2025 Q3	$50.8K	Buy	+500	New	+$47.4K	0.01%	194
2023 Q2	–	Sell	-1,903	Closed	-$89.6K	–	503
2023 Q1	$89.6K	Buy	1,903 +1,000	+111%	+$49.1K	0.03%	177
2022 Q4	$40.8K	Hold	903	–	–	0.01%	256
2022 Q3	$38K	Hold	903	–	–	0.01%	266
2022 Q2	$42K	Sell	903 -45	-5%	-$2.25K	0.01%	261
2022 Q1	$51K	Buy	948 +185	+24%	+$11.4K	0.02%	252
2021 Q4	$46K	Hold	763	–	–	0.02%	232
2021 Q3	$54K	Buy	+763	New	+$53.3K	0.02%	193
2021 Q2	–	Sell	-763	Closed	-$56K	–	153
2021 Q1	$56K	Buy	+763	New	+$50.9K	0.02%	197
2019 Q3	–	Sell	-115	Closed	-$8K	–	115
2019 Q2	$8K	Hold	115	–	–	0.01%	279
2019 Q1	$7K	Hold	115	–	–	﹤0.01%	285
2018 Q4	$6K	Hold	115	–	–	﹤0.01%	285
2018 Q3	$8K	Hold	115	–	–	0.01%	294
2018 Q2	$8K	Sell	115 -30	-21%	-$2.06K	0.01%	284
2018 Q1	$10K	Buy	145 +130	+867%	+$9.77K	0.01%	268
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	361
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	382
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	389
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	353
2016 Q4	$1K	Buy	+15	New	+$809	﹤0.01%	359

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

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

Mascoma Wealth Management increased its Citigroup (C) stake by 3.6% in Q2 2026, buying an estimated $2.34K and bringing the position to 518 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #157.

Mascoma Wealth Management first reported a position in C in Q4 2016 and has held it in 23 quarters since. The position peaked at $89.6K in Q1 2023. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Mascoma Wealth Management held 518 shares of Citigroup worth $72.5K as of Q2 2026.
Mascoma Wealth Management bought 18 Citigroup shares in Q2 2026, an estimated $2.34K.
Citigroup made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #157 holding.
Mascoma Wealth Management first reported a position in Citigroup in Q4 2016 and has held it in 23 quarters since.
Mascoma Wealth Management's Citigroup position peaked at $89.6K in Q1 2023.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.