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Opal Wealth Advisors’s Citigroup C Stock Holding History

Opal 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 		$649K Sell
4,639
-455
-9% -$59.2K 0.14% 76
2026
Q1 		$578K Sell
5,094
-128
-2% -$14.6K 0.13% 88
2025
Q4 		$609K Sell
5,222
-169
-3% -$17.6K 0.16% 86
2025
Q3 		$547K Sell
5,391
-1,810
-25% -$172K 0.15% 88
2025
Q2 		$613K Buy
7,201
+591
+9% +$42.7K 0.17% 71
2025
Q1 		$469K Buy
6,610
+109
+2% +$8.31K 0.14% 83
2024
Q4 		$458K Buy
6,501
+326
+5% +$22K 0.14% 96
2024
Q3 		$387K Buy
6,175
+1,730
+39% +$107K 0.12% 97
2024
Q2 		$282K Buy
+4,445
New +$274K 0.09% 127

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

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

Opal Wealth Advisors reduced its Citigroup (C) stake by 8.9% in Q2 2026, selling an estimated $59.2K and leaving 4,639 shares worth $649K. The position accounts for 0.14% of the portfolio, ranked #76.

Opal Wealth Advisors first reported a position in C in Q2 2024 and has held it in 9 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Opal Wealth Advisors held 4,639 shares of Citigroup worth $649K as of Q2 2026.
  • Opal Wealth Advisors sold 455 Citigroup shares in Q2 2026, an estimated $59.2K.
  • Citigroup made up 0.14% of Opal Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Opal Wealth Advisors first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.