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ORG Wealth Partners’s Citigroup C Stock Holding History

ORG 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 		$52.6K Sell
375
-7
-2% -$911 0.01% 346
2026
Q1 		$43.4K Buy
382
+92
+32% +$10.5K 0.01% 344
2025
Q4 		$33.9K Sell
290
-1,575
-84% -$164K 0.01% 347
2025
Q3 		$189K Buy
1,865
+931
+100% +$88.3K 0.04% 206
2025
Q2 		$80.6K Buy
934
+833
+825% +$60.2K 0.02% 276
2025
Q1 		$7.18K Buy
+101
New +$7.7K ﹤0.01% 571
2024
Q4 		– Sell
-1,271
Closed -$79.6K – 505
2024
Q3 		$79.6K Buy
+1,271
New +$78.6K 0.03% 215

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

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

ORG Wealth Partners reduced its Citigroup (C) stake by 1.8% in Q2 2026, selling an estimated $911 and leaving 375 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #346.

ORG Wealth Partners first reported a position in C in Q3 2024 and has held it in 7 quarters since. The position peaked at $189K in Q3 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • ORG Wealth Partners held 375 shares of Citigroup worth $52.6K as of Q2 2026.
  • ORG Wealth Partners sold 7 Citigroup shares in Q2 2026, an estimated $911.
  • Citigroup made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #346 holding.
  • ORG Wealth Partners first reported a position in Citigroup in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Citigroup position peaked at $189K in Q3 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.