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Peloton Wealth Strategists’s Citigroup C Stock Holding History

Peloton Wealth Strategists’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 		$4.19M Buy
29,955
+275
+0.9% +$35.8K 1.55% 26
2026
Q1 		$3.37M Sell
29,680
-1,170
-4% -$133K 1.36% 28
2025
Q4 		$3.6M Sell
30,850
-550
-2% -$57.1K 1.4% 26
2025
Q3 		$3.19M Sell
31,400
-1,250
-4% -$119K 1.25% 26
2025
Q2 		$2.78M Buy
32,650
+11,350
+53% +$820K 1.11% 33
2025
Q1 		$1.51M Buy
+21,300
New +$1.62M 0.63% 55

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

Peloton Wealth Strategists's C Position: Q2 2026 in Review

Peloton Wealth Strategists increased its Citigroup (C) stake by 0.93% in Q2 2026, buying an estimated $35.8K and bringing the position to 29,955 shares worth $4.19M. The position accounts for 1.55% of the portfolio, ranked #26.

Peloton Wealth Strategists first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Peloton Wealth Strategists held 29,955 shares of Citigroup worth $4.19M as of Q2 2026.
  • Peloton Wealth Strategists bought 275 Citigroup shares in Q2 2026, an estimated $35.8K.
  • Citigroup made up 1.55% of Peloton Wealth Strategists's portfolio in Q2 2026, its #26 holding.
  • Peloton Wealth Strategists first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.