MWM
C icon

Melfa Wealth Management’s Citigroup C Stock Holding History

Melfa 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 		$2.3M Sell
16,434
-4
-0% -$521 1.24% 22
2026
Q1 		$1.86M Buy
16,438
+4
+0% +$456 1.07% 25
2025
Q4 		$1.92M Sell
16,434
-32
-0.2% -$3.32K 1.11% 23
2025
Q3 		$1.67M Hold
16,466
– – 0.98% 23
2025
Q2 		$1.4M Hold
16,466
– – 0.89% 26
2025
Q1 		$1.17M Sell
16,466
-29
-0.2% -$2.21K 0.79% 31
2024
Q4 		$1.16M Hold
16,495
– – 0.78% 33
2024
Q3 		$1.03M Hold
16,495
– – 0.68% 41
2024
Q2 		$1.05M Sell
16,495
-150
-0.9% -$9.25K 0.73% 36
2024
Q1 		$1.05M Buy
+16,645
New +$926K 0.76% 35

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

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

Melfa Wealth Management reduced its Citigroup (C) stake by 0.02% in Q2 2026, selling an estimated $521 and leaving 16,434 shares worth $2.3M. The position accounts for 1.24% of the portfolio, ranked #22.

Melfa Wealth Management first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Melfa Wealth Management held 16,434 shares of Citigroup worth $2.3M as of Q2 2026.
  • Melfa Wealth Management sold 4 Citigroup shares in Q2 2026, an estimated $521.
  • Citigroup made up 1.24% of Melfa Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Melfa Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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