Onyx Bridge Wealth Group’s Citigroup C Stock Holding History

Onyx Bridge Wealth 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 Q3	$502K	Buy	3,878 +183	+5%	+$24.6K	0.04%	245
2026 Q2	$517K	Sell	3,695 -17	-0.5%	-$2.21K	0.05%	237
2026 Q1	$421K	Buy	3,712 +6	+0.2%	+$683	0.05%	243
2025 Q4	$432K	Buy	3,706 +13	+0.4%	+$1.35K	0.05%	239
2025 Q3	$375K	Buy	3,693 +576	+18%	+$54.7K	0.04%	256
2025 Q2	$265K	Buy	3,117 +109	+4%	+$7.88K	0.04%	245
2025 Q1	$214K	Buy	+3,008	New	+$229K	0.03%	258
2022 Q2	–	Sell	-5,302	Closed	-$263K	–	171
2022 Q1	$263K	Buy	+5,302	New	+$328K	0.1%	116

Other funds holding C

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Onyx Bridge Wealth Group's C Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its Citigroup (C) stake by 5% in Q3 2026, buying an estimated $24.6K and bringing the position to 3,878 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #245.

Onyx Bridge Wealth Group first reported a position in C in Q1 2022 and has held it in 8 quarters since. The position peaked at $517K in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

Onyx Bridge Wealth Group held 3,878 shares of Citigroup worth $502K as of Q3 2026.
Onyx Bridge Wealth Group bought 183 Citigroup shares in Q3 2026, an estimated $24.6K.
Citigroup made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #245 holding.
Onyx Bridge Wealth Group first reported a position in Citigroup in Q1 2022 and has held it in 8 quarters since.
Onyx Bridge Wealth Group's Citigroup position peaked at $517K in Q2 2026.
2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.