Mosaic Family Wealth Partners’s Citigroup C Stock Holding History

Mosaic Family Wealth Partners’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	$1.44M	Buy	+10,300	New	+$1.34M	0.1%	169

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 $3.37T AUM 44.26% 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

Mosaic Family Wealth Partners's C Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Citigroup (C) in Q2 2026: 10,300 shares worth $1.44M. The stake represents 0.1% of the portfolio and ranks #169 among its holdings.

2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Mosaic Family Wealth Partners held 10,300 shares of Citigroup worth $1.44M as of Q2 2026.
Citigroup was a new Mosaic Family Wealth Partners position in Q2 2026.
Citigroup made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #169 holding.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.