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NewEdge Wealth’s Citigroup C Stock Holding History

NewEdge 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 		$4.18M Buy
29,836
+772
+3% +$100K 0.04% 279
2026
Q1 		$3.3M Sell
29,064
-8,749
-23% -$996K 0.04% 308
2025
Q4 		$4.41M Buy
37,813
+12,704
+51% +$1.32M 0.05% 261
2025
Q3 		$2.55M Buy
25,109
+2,975
+13% +$282K 0.04% 333
2025
Q2 		$2.02M Buy
22,134
+2,408
+12% +$174K 0.03% 373
2025
Q1 		$1.4M Buy
19,726
+1,607
+9% +$123K 0.03% 419
2024
Q4 		$1.28M Buy
18,119
+2,434
+16% +$164K 0.02% 438
2024
Q3 		$982K Buy
15,685
+4,800
+44% +$297K 0.02% 475
2024
Q2 		$691K Sell
10,885
-519
-5% -$32K 0.02% 477
2024
Q1 		$702K Buy
11,404
+3,576
+46% +$199K 0.02% 484
2023
Q4 		$403K Buy
7,828
+364
+5% +$16.1K 0.01% 553
2023
Q3 		$307K Sell
7,464
-432
-5% -$19K 0.01% 542
2023
Q2 		$364K Sell
7,896
-3,111
-28% -$146K 0.01% 512
2023
Q1 		$516K Buy
11,007
+4,091
+59% +$201K 0.02% 404
2022
Q4 		$313K Buy
6,916
+1,511
+28% +$68.6K 0.01% 445
2022
Q3 		$225K Sell
5,405
-4,105
-43% -$203K 0.01% 477
2022
Q2 		$437K Buy
9,510
+2,142
+29% +$107K 0.02% 410
2022
Q1 		$393K Buy
7,368
+1,389
+23% +$85.8K 0.02% 330
2021
Q4 		$361K Sell
5,979
-1,425
-19% -$94.7K 0.02% 321
2021
Q3 		$520K Buy
7,404
+609
+9% +$42.6K 0.03% 218
2021
Q2 		$481K Buy
6,795
+3,803
+127% +$281K 0.04% 218
2021
Q1 		$218K Buy
+2,992
New +$200K 0.02% 280

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

NewEdge Wealth's C Position: Q2 2026 in Review

NewEdge Wealth increased its Citigroup (C) stake by 2.7% in Q2 2026, buying an estimated $100K and bringing the position to 29,836 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #279.

NewEdge Wealth first reported a position in C in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.41M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • NewEdge Wealth held 29,836 shares of Citigroup worth $4.18M as of Q2 2026.
  • NewEdge Wealth bought 772 Citigroup shares in Q2 2026, an estimated $100K.
  • Citigroup made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #279 holding.
  • NewEdge Wealth first reported a position in Citigroup in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Citigroup position peaked at $4.41M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.