Obermeyer Wealth Partners’s Citigroup C Stock Holding History

Obermeyer Wealth Partners’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	$350K	Hold	2,503	–	–	0.01%	225
2026 Q1	$284K	Sell	2,503 -20	-0.8%	-$2.28K	0.01%	250
2025 Q4	$294K	Buy	2,523 +20	+0.8%	+$2.08K	0.01%	239
2025 Q3	$254K	Buy	+2,503	New	+$238K	0.01%	253
2016 Q1	–	Sell	-5,800	Closed	-$300K	–	126
2015 Q4	$300K	Sell	5,800 -416,729	-99%	-$22.1M	0.03%	99
2015 Q3	$21M	Buy	422,529 +83,494	+25%	+$4.56M	2.21%	16
2015 Q2	$18.7M	Buy	339,035 +9,805	+3%	+$533K	1.6%	23
2015 Q1	$17M	Sell	329,230 -4,900	-1%	-$250K	1.39%	29
2014 Q4	$18.1M	Buy	+334,130	New	+$17.7M	1.64%	22

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Obermeyer Wealth Partners's C Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Citigroup (C) position steady in Q2 2026 at 2,503 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #225.

Obermeyer Wealth Partners first reported a position in C in Q4 2014 and has held it in 9 quarters since. The position peaked at $21M in Q3 2015. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

Obermeyer Wealth Partners held 2,503 shares of Citigroup worth $350K as of Q2 2026.
Obermeyer Wealth Partners left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #225 holding.
Obermeyer Wealth Partners first reported a position in Citigroup in Q4 2014 and has held it in 9 quarters since.
Obermeyer Wealth Partners's Citigroup position peaked at $21M in Q3 2015.
2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.