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Palacios Wealth Management’s Citigroup C Stock Holding History

Palacios Wealth Management’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 		$696K Sell
4,975
-18
-0.4% -$2.34K 0.41% 37
2026
Q1 		$639K Buy
4,993
+543
+12% +$61.8K 0.4% 34
2025
Q4 		$519K Sell
4,450
-1,190
-21% -$124K 0.4% 37
2025
Q3 		$572K Sell
5,640
-35
-0.6% -$3.32K 0.38% 42
2025
Q2 		$483K Hold
5,675
– – 0.4% 42
2025
Q1 		$403K Sell
5,675
-145
-2% -$11.1K 0.3% 41
2024
Q4 		$453K Buy
+5,820
New +$392K 0.49% 39

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

Palacios Wealth Management's C Position: Q2 2026 in Review

Palacios Wealth Management reduced its Citigroup (C) stake by 0.36% in Q2 2026, selling an estimated $2.34K and leaving 4,975 shares worth $696K. The position accounts for 0.41% of the portfolio, ranked #37.

Palacios Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Palacios Wealth Management held 4,975 shares of Citigroup worth $696K as of Q2 2026.
  • Palacios Wealth Management sold 18 Citigroup shares in Q2 2026, an estimated $2.34K.
  • Citigroup made up 0.41% of Palacios Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Palacios Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.