Measured Wealth Private Client Group’s Citigroup C Stock Holding History

Measured Wealth Private Client Group’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	$2.01M	Sell	14,353 -412	-3%	-$53.6K	0.49%	33
2026 Q1	$1.67M	Sell	14,765 -267	-2%	-$30.4K	0.46%	33
2025 Q4	$1.75M	Sell	15,032 -1,050	-7%	-$109K	0.46%	33
2025 Q3	$1.63M	Sell	16,082 -2,136	-12%	-$203K	0.44%	30
2025 Q2	$1.55M	Buy	18,218 +3,396	+23%	+$245K	0.46%	32
2025 Q1	$1.05M	Buy	+14,822	New	+$1.13M	0.34%	41
2022 Q1	–	Sell	-5,077	Closed	-$307K	–	177
2021 Q4	$307K	Buy	5,077 +202	+4%	+$13.4K	0.11%	117
2021 Q3	$342K	Sell	4,875 -833	-15%	-$58.2K	0.13%	105
2021 Q2	$404K	Buy	5,708 +1,397	+32%	+$103K	0.13%	102
2021 Q1	$314K	Buy	+4,311	New	+$288K	0.11%	107
2018 Q4	–	Sell	-1,181	Closed	-$83K	–	185
2018 Q3	$83K	Buy	+1,181	New	+$83.5K	0.05%	263

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

Measured Wealth Private Client Group's C Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Citigroup (C) stake by 2.8% in Q2 2026, selling an estimated $53.6K and leaving 14,353 shares worth $2.01M. The position accounts for 0.49% of the portfolio, ranked #33.

Measured Wealth Private Client Group first reported a position in C in Q3 2018 and has held it in 11 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

Measured Wealth Private Client Group held 14,353 shares of Citigroup worth $2.01M as of Q2 2026.
Measured Wealth Private Client Group sold 412 Citigroup shares in Q2 2026, an estimated $53.6K.
Citigroup made up 0.49% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #33 holding.
Measured Wealth Private Client Group first reported a position in Citigroup in Q3 2018 and has held it in 11 quarters since.
2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.