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Pension & Wealth Management Advisors’s Citigroup C Stock Holding History

Pension & Wealth Management Advisors’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 		$959K Buy
6,851
+101
+1% +$13.1K 0.26% 62
2026
Q1 		$766K Hold
6,750
– – 0.23% 67
2025
Q4 		$788K Buy
+6,750
New +$701K 0.23% 63

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pension & Wealth Management Advisors's C Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Citigroup (C) stake by 1.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,851 shares worth $959K. The position accounts for 0.26% of the portfolio, ranked #62.

Pension & Wealth Management Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Pension & Wealth Management Advisors held 6,851 shares of Citigroup worth $959K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 101 Citigroup shares in Q2 2026, an estimated $13.1K.
  • Citigroup made up 0.26% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #62 holding.
  • Pension & Wealth Management Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.