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Mowery & Schoenfeld Wealth Management’s Citigroup C Stock Holding History

Mowery & Schoenfeld 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 		$41.9K Hold
299
– – 0.06% 148
2026
Q1 		$33.9K Sell
299
-191
-39% -$21.8K 0.05% 147
2025
Q4 		$57.2K Buy
490
+191
+64% +$19.8K 0.08% 130
2025
Q3 		$30.4K Sell
299
-43
-13% -$4.08K 0.05% 149
2025
Q2 		$29.1K Hold
342
– – 0.04% 152
2025
Q1 		$24.3K Buy
342
+2
+0.6% +$153 0.05% 188
2024
Q4 		$23.9K Buy
+340
New +$22.9K 0.05% 164

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's C Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Citigroup (C) position steady in Q2 2026 at 299 shares worth $41.9K. The position accounts for 0.06% of the portfolio, ranked #148.

Mowery & Schoenfeld Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.2K in Q4 2025. 1,765 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 299 shares of Citigroup worth $41.9K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Citigroup position peaked at $57.2K in Q4 2025.
  • 1,765 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.