Paces Ferry Wealth Advisors’s Citigroup C Stock Holding History

Paces Ferry 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	$265K	Sell	1,893 -187	-9%	-$24.3K	0.1%	115
2026 Q1	$236K	Sell	2,080 -216	-9%	-$24.6K	0.1%	115
2025 Q4	$268K	Sell	2,296 -38	-2%	-$3.95K	0.11%	106
2025 Q3	$237K	Buy	+2,334	New	+$221K	0.1%	108
2021 Q4	–	Sell	-3,619	Closed	-$254K	–	113
2021 Q3	$254K	Sell	3,619 -1	-0%	-$70	0.2%	98
2021 Q2	$256K	Buy	3,620 +3	+0.1%	+$222	0.2%	102
2021 Q1	$263K	Buy	+3,617	New	+$241K	0.23%	94
2020 Q4	–	Sell	-6,471	Closed	-$279K	–	268
2020 Q3	$279K	Buy	+6,471	New	+$322K	0.24%	78

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

Paces Ferry Wealth Advisors's C Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Citigroup (C) stake by 9% in Q2 2026, selling an estimated $24.3K and leaving 1,893 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #115.

Paces Ferry Wealth Advisors first reported a position in C in Q3 2020 and has held it in 8 quarters since. The position peaked at $279K in Q3 2020. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Paces Ferry Wealth Advisors held 1,893 shares of Citigroup worth $265K as of Q2 2026.
Paces Ferry Wealth Advisors sold 187 Citigroup shares in Q2 2026, an estimated $24.3K.
Citigroup made up 0.1% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Paces Ferry Wealth Advisors first reported a position in Citigroup in Q3 2020 and has held it in 8 quarters since.
Paces Ferry Wealth Advisors's Citigroup position peaked at $279K in Q3 2020.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.