NWM
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Nova Wealth Management’s Citigroup C Stock Holding History

Nova 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 		$31.2K Buy
223
+80
+56% +$10.4K 0.02% 277
2026
Q1 		$16.2K Buy
143
+28
+24% +$3.19K 0.01% 326
2025
Q4 		$13.4K Hold
115
– – 0.01% 325
2025
Q3 		$11.7K Hold
115
– – 0.01% 335
2025
Q2 		$9.79K Buy
115
+64
+125% +$4.63K 0.01% 362
2025
Q1 		$3.62K Buy
+51
New +$3.89K ﹤0.01% 408

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

Nova Wealth Management's C Position: Q2 2026 in Review

Nova Wealth Management increased its Citigroup (C) stake by 56% in Q2 2026, buying an estimated $10.4K and bringing the position to 223 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #277.

Nova Wealth Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Nova Wealth Management held 223 shares of Citigroup worth $31.2K as of Q2 2026.
  • Nova Wealth Management bought 80 Citigroup shares in Q2 2026, an estimated $10.4K.
  • Citigroup made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Nova Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.