MASECO Private Wealth’s Citigroup C Stock Holding History

MASECO Private Wealth’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	–	Sell	-182	Closed	-$20.6K	–	319
2026 Q1	$20.6K	Sell	182 -116	-39%	-$13.2K	﹤0.01%	194
2025 Q4	$34.7K	Buy	+298	New	+$30.9K	﹤0.01%	207
2025 Q3	–	Sell	-180	Closed	-$15.3K	–	315
2025 Q2	$15.3K	Buy	+180	New	+$13K	﹤0.01%	288

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

MASECO Private Wealth's C Position: Q2 2026 in Review

MASECO Private Wealth sold out of Citigroup (C) in Q2 2026, closing a stake of 182 shares — an estimated $20.6K sold.

MASECO Private Wealth first reported a position in C in Q2 2025 and held it in 3 quarters. The position peaked at $34.7K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

MASECO Private Wealth reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
MASECO Private Wealth sold 182 Citigroup shares in Q2 2026, an estimated $20.6K.
MASECO Private Wealth first reported a position in Citigroup in Q2 2025 and held it in 3 quarters.
MASECO Private Wealth's Citigroup position peaked at $34.7K in Q4 2025.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.