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Palumbo Wealth Management’s Citigroup C Stock Holding History

Palumbo 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 		$756K Buy
+5,402
New +$703K 0.16% 101
2024
Q4 		– Sell
-4,749
Closed -$297K – 176
2024
Q3 		$297K Buy
+4,749
New +$294K 0.12% 115

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 $3.38T AUM 44.17% 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

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

Palumbo Wealth Management opened a new position in Citigroup (C) in Q2 2026: 5,402 shares worth $756K. The stake represents 0.16% of the portfolio and ranks #101 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in C as recently as Q3 2024.

Palumbo Wealth Management first reported a position in C in Q3 2024 and has held it in 2 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Palumbo Wealth Management held 5,402 shares of Citigroup worth $756K as of Q2 2026.
  • Citigroup was a new Palumbo Wealth Management position in Q2 2026.
  • Citigroup made up 0.16% of Palumbo Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Palumbo Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 2 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.