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Meridian Wealth Advisors’s Citigroup C Stock Holding History

Meridian 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 		$397K Buy
2,840
+282
+11% +$36.7K 0.05% 157
2026
Q1 		$290K Buy
2,558
+36
+1% +$4.1K 0.04% 168
2025
Q4 		$294K Buy
2,522
+5
+0.2% +$519 0.04% 156
2025
Q3 		$255K Buy
2,517
+5
+0.2% +$474 0.04% 164
2025
Q2 		$214K Buy
+2,512
New +$182K 0.03% 171
2022
Q2 		– Sell
-4,236
Closed -$226K – 201
2022
Q1 		$226K Sell
4,236
-75
-2% -$4.63K 0.05% 193
2021
Q4 		$260K Sell
4,311
-38
-0.9% -$2.53K 0.06% 172
2021
Q3 		$305K Buy
4,349
+113
+3% +$7.9K 0.09% 156
2021
Q2 		$300K Buy
4,236
+991
+31% +$73.3K 0.08% 152
2021
Q1 		$236K Hold
3,245
– – 0.08% 157
2020
Q4 		$200K Buy
+3,245
New +$165K 0.07% 170
2020
Q3 		– Sell
-7,601
Closed -$388K – 165
2020
Q2 		$388K Buy
+7,601
New +$361K 0.18% 109
2019
Q1 		– Sell
-2,007
Closed -$104K – 165
2018
Q4 		$104K Buy
+2,007
New +$127K 0.08% 162

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

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

Meridian Wealth Advisors increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $36.7K and bringing the position to 2,840 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #157.

Meridian Wealth Advisors first reported a position in C in Q4 2018 and has held it in 13 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Meridian Wealth Advisors held 2,840 shares of Citigroup worth $397K as of Q2 2026.
  • Meridian Wealth Advisors bought 282 Citigroup shares in Q2 2026, an estimated $36.7K.
  • Citigroup made up 0.05% of Meridian Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Meridian Wealth Advisors first reported a position in Citigroup in Q4 2018 and has held it in 13 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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