NWAG
C icon

Net Worth Advisory Group’s Citigroup C Stock Holding History

Net Worth Advisory Group’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 		$1.15M Buy
8,233
+3,735
+83% +$486K 0.29% 68
2026
Q1 		$510K Buy
4,498
+899
+25% +$102K 0.11% 198
2025
Q4 		$420K Sell
3,599
-1,547
-30% -$161K 0.08% 237
2025
Q3 		$522K Sell
5,146
-91
-2% -$8.63K 0.15% 159
2025
Q2 		$446K Sell
5,237
-179
-3% -$12.9K 0.1% 209
2025
Q1 		$385K Buy
5,416
+2,159
+66% +$165K 0.12% 195
2024
Q4 		$229K Buy
+3,257
New +$220K 0.07% 324

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

Net Worth Advisory Group's C Position: Q2 2026 in Review

Net Worth Advisory Group increased its Citigroup (C) stake by 83% in Q2 2026, buying an estimated $486K and bringing the position to 8,233 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #68.

Net Worth Advisory Group first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Net Worth Advisory Group held 8,233 shares of Citigroup worth $1.15M as of Q2 2026.
  • Net Worth Advisory Group bought 3,735 Citigroup shares in Q2 2026, an estimated $486K.
  • Citigroup made up 0.29% of Net Worth Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Net Worth Advisory Group first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.