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Parcion Private Wealth’s Citigroup C Stock Holding History

Parcion Private Wealth’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 		$1.24M Buy
8,830
+1,029
+13% +$134K 0.07% 154
2026
Q1 		$885K Sell
7,801
-220
-3% -$25.1K 0.05% 170
2025
Q4 		$936K Buy
8,021
+1,671
+26% +$174K 0.06% 155
2025
Q3 		$645K Sell
6,350
-25
-0.4% -$2.37K 0.04% 172
2025
Q2 		$543K Sell
6,375
-1,273
-17% -$92K 0.04% 168
2025
Q1 		$543K Buy
7,648
+3,648
+91% +$278K 0.04% 163
2024
Q4 		$282K Hold
4,000
– – 0.02% 203
2024
Q3 		$250K Sell
4,000
-228
-5% -$14.1K 0.02% 214
2024
Q2 		$268K Buy
4,228
+134
+3% +$8.26K 0.02% 172
2024
Q1 		$259K Hold
4,094
– – 0.02% 174
2023
Q4 		$211K Buy
+4,094
New +$181K 0.02% 183
2023
Q3 		– Sell
-6,953
Closed -$320K – 186
2023
Q2 		$320K Sell
6,953
-2
-0% -$94 0.03% 153
2023
Q1 		$326K Sell
6,955
-173
-2% -$8.49K 0.03% 155
2022
Q4 		$322K Buy
7,128
+425
+6% +$19.3K 0.04% 159
2022
Q3 		$279K Sell
6,703
-920
-12% -$45.5K 0.03% 177
2022
Q2 		$396K Buy
+7,623
New +$381K 0.04% 171
2022
Q1 		– Sell
-3,297
Closed -$220K – 191
2021
Q4 		$220K Sell
3,297
-16
-0.5% -$1.06K 0.02% 184
2021
Q3 		$239K Sell
3,313
-262
-7% -$18.3K 0.02% 183
2021
Q2 		$253K Hold
3,575
– – 0.03% 177
2021
Q1 		$260K Hold
3,575
– – 0.03% 175
2020
Q4 		$220K Buy
+3,575
New +$182K 0.03% 175
2020
Q1 		– Sell
-4,359
Closed -$348K – 193
2019
Q4 		$348K Buy
+4,359
New +$322K 0.08% 146

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

Parcion Private Wealth's C Position: Q2 2026 in Review

Parcion Private Wealth increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $134K and bringing the position to 8,830 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #154.

Parcion Private Wealth first reported a position in C in Q4 2019 and has held it in 22 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Parcion Private Wealth held 8,830 shares of Citigroup worth $1.24M as of Q2 2026.
  • Parcion Private Wealth bought 1,029 Citigroup shares in Q2 2026, an estimated $134K.
  • Citigroup made up 0.07% of Parcion Private Wealth's portfolio in Q2 2026, its #154 holding.
  • Parcion Private Wealth first reported a position in Citigroup in Q4 2019 and has held it in 22 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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