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Medallion Wealth Advisors’s Citigroup C Stock Holding History

Medallion Wealth Advisors’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 		$375K Buy
2,676
+200
+8% +$26K 0.12% 163
2026
Q1 		$281K Buy
2,476
+119
+5% +$13.6K 0.09% 199
2025
Q4 		$275K Buy
2,357
+1
+0% +$104 0.09% 203
2025
Q3 		$239K Buy
2,356
+1
+0% +$95 0.08% 207
2025
Q2 		$203K Hold
2,355
– – 0.08% 224
2025
Q1 		$166K Buy
2,355
+511
+28% +$39K 0.08% 224
2024
Q4 		$130K Buy
+1,844
New +$124K 0.06% 253

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

Medallion Wealth Advisors's C Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Citigroup (C) stake by 8.1% in Q2 2026, buying an estimated $26K and bringing the position to 2,676 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #163.

Medallion Wealth Advisors first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Medallion Wealth Advisors held 2,676 shares of Citigroup worth $375K as of Q2 2026.
  • Medallion Wealth Advisors bought 200 Citigroup shares in Q2 2026, an estimated $26K.
  • Citigroup made up 0.12% of Medallion Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Medallion Wealth Advisors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.