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Octavia Wealth Advisors’s Citigroup C Stock Holding History

Octavia Wealth Advisors’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 		$292K Sell
2,084
-328
-14% -$42.7K 0.03% 176
2026
Q1 		$274K Sell
2,412
-177
-7% -$20.2K 0.03% 192
2025
Q4 		$302K Sell
2,589
-223
-8% -$23.2K 0.03% 190
2025
Q3 		$285K Buy
2,812
+202
+8% +$19.2K 0.03% 204
2025
Q2 		$222K Sell
2,610
-337
-11% -$24.4K 0.03% 208
2025
Q1 		$209K Buy
+2,947
New +$225K 0.03% 218

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

Octavia Wealth Advisors's C Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $42.7K and leaving 2,084 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #176.

Octavia Wealth Advisors first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Octavia Wealth Advisors held 2,084 shares of Citigroup worth $292K as of Q2 2026.
  • Octavia Wealth Advisors sold 328 Citigroup shares in Q2 2026, an estimated $42.7K.
  • Citigroup made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Octavia Wealth Advisors first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • Octavia Wealth Advisors's Citigroup position peaked at $302K in Q4 2025.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.