MWM
C icon

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
2022
Q3 		– Hold
0
– -$5K – 516
2022
Q2 		– Hold
0
– – – 515

Other funds holding C

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 1,327 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.
  • 1,327 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.