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Parkwoods Wealth Partners’s Citigroup C Stock Holding History

Parkwoods 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 		$285K Sell
2,037
-50
-2% -$6.51K 0.05% 138
2026
Q1 		$237K Buy
+2,087
New +$238K 0.06% 95

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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

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

Parkwoods Wealth Partners reduced its Citigroup (C) stake by 2.4% in Q2 2026, selling an estimated $6.51K and leaving 2,037 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #138.

Parkwoods Wealth Partners first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Parkwoods Wealth Partners held 2,037 shares of Citigroup worth $285K as of Q2 2026.
  • Parkwoods Wealth Partners sold 50 Citigroup shares in Q2 2026, an estimated $6.51K.
  • Citigroup made up 0.05% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Parkwoods Wealth Partners first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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