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Mission Wealth Management’s Citigroup C Stock Holding History

Mission 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 		$1.74M Buy
12,447
+6,903
+125% +$899K 0.02% 340
2026
Q1 		$629K Buy
5,544
+400
+8% +$45.6K 0.01% 426
2025
Q4 		$600K Buy
5,144
+527
+11% +$54.7K 0.01% 448
2025
Q3 		$469K Sell
4,617
-227
-5% -$21.5K 0.01% 504
2025
Q2 		$412K Hold
4,844
– – 0.01% 516
2025
Q1 		$344K Sell
4,844
-556
-10% -$42.4K 0.01% 536
2024
Q4 		$380K Sell
5,400
-252
-4% -$17K 0.01% 496
2024
Q3 		$354K Buy
5,652
+122
+2% +$7.54K 0.01% 512
2024
Q2 		$351K Buy
5,530
+925
+20% +$57K 0.01% 499
2024
Q1 		$291K Buy
+4,605
New +$256K 0.01% 565
2022
Q3 		– Sell
-4,194
Closed -$193K – 517
2022
Q2 		$193K Sell
4,194
-373
-8% -$18.7K 0.01% 477
2022
Q1 		$244K Sell
4,567
-756
-14% -$46.7K 0.01% 459
2021
Q4 		$321K Sell
5,323
-1,534
-22% -$102K 0.01% 417
2021
Q3 		$481K Buy
6,857
+172
+3% +$12K 0.02% 295
2021
Q2 		$473K Sell
6,685
-756
-10% -$55.9K 0.03% 293
2021
Q1 		$541K Buy
7,441
+3,723
+100% +$249K 0.03% 246
2020
Q4 		$229K Buy
+3,718
New +$189K 0.01% 380
2018
Q4 		– Sell
-3,185
Closed -$228K – 279
2018
Q3 		$228K Sell
3,185
-112
-3% -$7.92K 0.03% 251
2018
Q2 		$221K Buy
3,297
+172
+6% +$11.8K 0.03% 238
2018
Q1 		$211K Buy
+3,125
New +$235K 0.03% 216

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

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

Mission Wealth Management increased its Citigroup (C) stake by 125% in Q2 2026, buying an estimated $899K and bringing the position to 12,447 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #340.

Mission Wealth Management first reported a position in C in Q1 2018 and has held it in 20 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Mission Wealth Management held 12,447 shares of Citigroup worth $1.74M as of Q2 2026.
  • Mission Wealth Management bought 6,903 Citigroup shares in Q2 2026, an estimated $899K.
  • Citigroup made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Mission Wealth Management first reported a position in Citigroup in Q1 2018 and has held it in 20 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.