Mosley Wealth Management’s Citigroup C Stock Holding History

Mosley 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	$502K	Sell	3,584 -15,123	-81%	-$1.97M	0.16%	95
2026 Q1	$1.9M	Sell	18,707 -206	-1%	-$23.5K	0.86%	26
2025 Q4	$1.83M	Buy	+18,913	New	+$1.96M	0.84%	26
2024 Q4	$1.29M	Buy	16,034 +1,302	+9%	+$87.8K	0.8%	28
2024 Q3	$911K	Buy	14,732 +1,932	+15%	+$119K	0.62%	32
2024 Q2	$812K	Sell	12,800 -2,179	-15%	-$134K	0.69%	28
2024 Q1	$947K	Sell	14,979 -781	-5%	-$43.5K	0.89%	22
2023 Q4	$811K	Buy	+15,760	New	+$698K	0.8%	27

Other funds holding C

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Mosley Wealth Management reduced its Citigroup (C) stake by 81% in Q2 2026, selling an estimated $1.97M and leaving 3,584 shares worth $502K. The position accounts for 0.16% of the portfolio, ranked #95.

Mosley Wealth Management first reported a position in C in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.9M in Q1 2026. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2026.

Mosley Wealth Management held 3,584 shares of Citigroup worth $502K as of Q2 2026.
Mosley Wealth Management sold 15,123 Citigroup shares in Q2 2026, an estimated $1.97M.
Citigroup made up 0.16% of Mosley Wealth Management's portfolio in Q2 2026, its #95 holding.
Mosley Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Citigroup position peaked at $1.9M in Q1 2026.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.