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Parr McKnight Wealth Management Group’s Citigroup C Stock Holding History

Parr McKnight Wealth Management Group’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 		$3.75M Buy
26,793
+23,499
+713% +$3.06M 0.44% 71
2026
Q1 		$374K Hold
3,294
– – 0.05% 183
2025
Q4 		$384K Hold
3,294
– – 0.05% 194
2025
Q3 		$334K Hold
3,294
– – 0.04% 198
2025
Q2 		$280K Hold
3,294
– – 0.04% 207
2025
Q1 		$234K Hold
3,294
– – 0.03% 216
2024
Q4 		$232K Buy
+3,294
New +$222K 0.03% 219

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

Parr McKnight Wealth Management Group's C Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Citigroup (C) stake by 713% in Q2 2026, buying an estimated $3.06M and bringing the position to 26,793 shares worth $3.75M. The position accounts for 0.44% of the portfolio, ranked #71.

Parr McKnight Wealth Management Group 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.

  • Parr McKnight Wealth Management Group held 26,793 shares of Citigroup worth $3.75M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 23,499 Citigroup shares in Q2 2026, an estimated $3.06M.
  • Citigroup made up 0.44% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #71 holding.
  • Parr McKnight Wealth Management Group 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 Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.