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Paulson Wealth Management’s Citigroup C Stock Holding History

Paulson 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 		$414K Hold
2,959
– – 0.09% 94
2026
Q1 		$336K Buy
2,959
+92
+3% +$10.5K 0.08% 96
2025
Q4 		$335K Sell
2,867
-100
-3% -$10.4K 0.08% 100
2025
Q3 		$301K Buy
2,967
+435
+17% +$41.3K 0.07% 114
2025
Q2 		$216K Buy
+2,532
New +$183K 0.06% 137
2025
Q1 		– Sell
-4,462
Closed -$314K – 134
2024
Q4 		$314K Sell
4,462
-435
-9% -$29.3K 0.09% 107
2024
Q3 		$307K Buy
4,897
+62
+1% +$3.83K 0.08% 114
2024
Q2 		$307K Hold
4,835
– – 0.09% 106
2024
Q1 		$306K Sell
4,835
-300
-6% -$16.7K 0.09% 107
2023
Q4 		$264K Buy
+5,135
New +$227K 0.08% 111
2018
Q1 		– Sell
-36
Closed -$3K – 173
2017
Q4 		$3K Buy
+36
New +$2.66K ﹤0.01% 506

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

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

Paulson Wealth Management held its Citigroup (C) position steady in Q2 2026 at 2,959 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #94.

Paulson Wealth Management first reported a position in C in Q4 2017 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Paulson Wealth Management held 2,959 shares of Citigroup worth $414K as of Q2 2026.
  • Paulson Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.09% of Paulson Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Paulson Wealth Management first reported a position in Citigroup in Q4 2017 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.