MWM
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Modern Wealth Management’s Citigroup C Stock Holding History

Modern 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 		$3.53M Sell
25,247
-2,171
-8% -$283K 0.04% 302
2026
Q1 		$3.16M Sell
27,418
-1,453
-5% -$165K 0.05% 251
2025
Q4 		$3.37M Buy
28,871
+757
+3% +$78.6K 0.06% 234
2025
Q3 		$2.85M Sell
28,114
-2,623
-9% -$249K 0.06% 244
2025
Q2 		$2.62M Buy
30,737
+2,422
+9% +$175K 0.06% 238
2025
Q1 		$2.01M Buy
28,315
+2,330
+9% +$178K 0.06% 204
2024
Q4 		$1.83M Buy
25,985
+11,626
+81% +$784K 0.07% 190
2024
Q3 		$899K Buy
14,359
+215
+2% +$13.3K 0.06% 174
2024
Q2 		$898K Buy
14,144
+322
+2% +$19.9K 0.07% 147
2024
Q1 		$874K Buy
+13,822
New +$769K 0.08% 125

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

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

Modern Wealth Management reduced its Citigroup (C) stake by 7.9% in Q2 2026, selling an estimated $283K and leaving 25,247 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #302.

Modern Wealth Management first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Modern Wealth Management held 25,247 shares of Citigroup worth $3.53M as of Q2 2026.
  • Modern Wealth Management sold 2,171 Citigroup shares in Q2 2026, an estimated $283K.
  • Citigroup made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Modern Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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