NW
C icon

Naviter Wealth’s Citigroup C Stock Holding History

Naviter Wealth’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 		$5.69M Buy
40,689
+7,616
+23% +$991K 0.52% 38
2026
Q1 		$3.75M Sell
33,073
-310
-0.9% -$35.3K 0.47% 42
2025
Q4 		$3.9M Sell
33,383
-4,180
-11% -$434K 0.51% 41
2025
Q3 		$3.81M Buy
37,563
+215
+0.6% +$20.4K 0.44% 51
2025
Q2 		$3.18M Buy
37,348
+685
+2% +$49.5K 0.39% 64
2025
Q1 		$2.58M Buy
36,663
+570
+2% +$43.5K 0.31% 81
2024
Q4 		$2.54M Buy
36,093
+5,910
+20% +$398K 0.31% 81
2024
Q3 		$1.89M Sell
30,183
-1,475
-5% -$91.2K 0.26% 111
2024
Q2 		$2.01M Buy
31,658
+1,156
+4% +$71.3K 0.3% 93
2024
Q1 		$1.93M Buy
30,502
+6,098
+25% +$339K 0.32% 89
2023
Q4 		$1.26M Sell
24,404
-264
-1% -$11.7K 0.25% 109
2023
Q3 		$1.01M Buy
24,668
+2,156
+10% +$94.6K 0.24% 98
2023
Q2 		$1.04M Buy
22,512
+2,526
+13% +$118K 0.26% 98
2023
Q1 		$937K Buy
19,986
+1,257
+7% +$61.7K 0.33% 89
2022
Q4 		$963K Buy
18,729
+2,370
+14% +$108K 0.26% 92
2022
Q3 		$682K Buy
16,359
+1,713
+12% +$84.6K 0.28% 85
2022
Q2 		$674K Buy
+14,646
New +$733K 0.28% 85

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

Naviter Wealth's C Position: Q2 2026 in Review

Naviter Wealth increased its Citigroup (C) stake by 23% in Q2 2026, buying an estimated $991K and bringing the position to 40,689 shares worth $5.69M. The position accounts for 0.52% of the portfolio, ranked #38.

Naviter Wealth first reported a position in C in Q2 2022 and has held it in 17 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Naviter Wealth held 40,689 shares of Citigroup worth $5.69M as of Q2 2026.
  • Naviter Wealth bought 7,616 Citigroup shares in Q2 2026, an estimated $991K.
  • Citigroup made up 0.52% of Naviter Wealth's portfolio in Q2 2026, its #38 holding.
  • Naviter Wealth first reported a position in Citigroup in Q2 2022 and has held it in 17 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.