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MPWM Advisory Solutions’s Citigroup C Stock Holding History

MPWM Advisory Solutions’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 		$5.88K Hold
42
– – ﹤0.01% 396
2026
Q1 		$4.76K Hold
42
– – ﹤0.01% 403
2025
Q4 		$4.9K Sell
42
-15
-26% -$1.56K ﹤0.01% 379
2025
Q3 		$5.79K Hold
57
– – ﹤0.01% 333
2025
Q2 		$4.85K Sell
57
-84
-60% -$6.07K ﹤0.01% 358
2025
Q1 		$10K Hold
141
– – 0.01% 305
2024
Q4 		$9.93K Buy
+141
New +$9.5K 0.01% 314

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

MPWM Advisory Solutions's C Position: Q2 2026 in Review

MPWM Advisory Solutions held its Citigroup (C) position steady in Q2 2026 at 42 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

MPWM Advisory Solutions first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $10K in Q1 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • MPWM Advisory Solutions held 42 shares of Citigroup worth $5.88K as of Q2 2026.
  • MPWM Advisory Solutions left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #396 holding.
  • MPWM Advisory Solutions first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Citigroup position peaked at $10K in Q1 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.