Money Concepts Capital’s Citigroup C Stock Holding History

Money Concepts Capital’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	$335K	Sell	2,391 -330	-12%	-$43K	0.02%	493
2026 Q1	$309K	Buy	2,721 +191	+8%	+$21.8K	0.02%	464
2025 Q4	$295K	Buy	2,530 +136	+6%	+$14.1K	0.02%	434
2025 Q3	$243K	Buy	+2,394	New	+$227K	0.02%	422
2023 Q1	–	Sell	-7,542	Closed	-$341K	–	821
2022 Q4	$341K	Buy	7,542 +7,292	+2,917%	+$331K	0.02%	525
2022 Q3	$10K	Buy	250 +98	+64%	+$4.84K	﹤0.01%	1046
2022 Q2	$7K	Sell	152 -3,282	-96%	-$164K	﹤0.01%	1088
2022 Q1	$183K	Buy	+3,434	New	+$212K	0.01%	773
2021 Q1	$45K	Buy	+623	New	+$41.6K	﹤0.01%	578

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Concepts Capital's C Position: Q2 2026 in Review

Money Concepts Capital reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $43K and leaving 2,391 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #493.

Money Concepts Capital first reported a position in C in Q1 2021 and has held it in 9 quarters since. The position peaked at $341K in Q4 2022. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Money Concepts Capital held 2,391 shares of Citigroup worth $335K as of Q2 2026.
Money Concepts Capital sold 330 Citigroup shares in Q2 2026, an estimated $43K.
Citigroup made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #493 holding.
Money Concepts Capital first reported a position in Citigroup in Q1 2021 and has held it in 9 quarters since.
Money Concepts Capital's Citigroup position peaked at $341K in Q4 2022.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.