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MBL Wealth’s Citigroup C Stock Holding History

MBL 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 		$1.06M Buy
7,585
+110
+1% +$14.3K 0.07% 131
2026
Q1 		$848K Buy
7,475
+228
+3% +$26K 0.06% 137
2025
Q4 		$846K Buy
7,247
+3,753
+107% +$390K 0.07% 137
2025
Q3 		$355K Sell
3,494
-225
-6% -$21.4K 0.03% 184
2025
Q2 		$317K Buy
3,719
+238
+7% +$17.2K 0.03% 182
2025
Q1 		$247K Buy
+3,481
New +$265K 0.03% 204
2021
Q1 		$219K Buy
+3,013
New +$201K 0.08% 143

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

MBL Wealth's C Position: Q2 2026 in Review

MBL Wealth increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 7,585 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #131.

MBL Wealth first reported a position in C in Q1 2021 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • MBL Wealth held 7,585 shares of Citigroup worth $1.06M as of Q2 2026.
  • MBL Wealth bought 110 Citigroup shares in Q2 2026, an estimated $14.3K.
  • Citigroup made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #131 holding.
  • MBL Wealth first reported a position in Citigroup in Q1 2021 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.