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Montz Harcus Wealth Management’s Citigroup C Stock Holding History

Montz Harcus 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 		$298K Buy
2,131
+41
+2% +$5.34K 0.11% 75
2026
Q1 		$237K Buy
2,090
+40
+2% +$4.55K 0.1% 79
2025
Q4 		$239K Buy
2,050
+32
+2% +$3.32K 0.1% 80
2025
Q3 		$205K Buy
+2,018
New +$191K 0.09% 84

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

Montz Harcus Wealth Management's C Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Citigroup (C) stake by 2% in Q2 2026, buying an estimated $5.34K and bringing the position to 2,131 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #75.

Montz Harcus Wealth Management first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Montz Harcus Wealth Management held 2,131 shares of Citigroup worth $298K as of Q2 2026.
  • Montz Harcus Wealth Management bought 41 Citigroup shares in Q2 2026, an estimated $5.34K.
  • Citigroup made up 0.11% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Montz Harcus Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.