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Pines Wealth Management’s Citigroup C Stock Holding History

Pines 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 		$672K Buy
4,804
+11
+0.2% +$1.43K 0.19% 115
2026
Q1 		$544K Sell
4,793
-799
-14% -$91K 0.18% 121
2025
Q4 		$653K Sell
5,592
-330
-6% -$34.3K 0.21% 109
2025
Q3 		$601K Sell
5,922
-1,341
-18% -$127K 0.2% 114
2025
Q2 		$644K Buy
7,263
+1,587
+28% +$115K 0.23% 107
2025
Q1 		$334K Sell
5,676
-109
-2% -$8.31K 0.15% 143
2024
Q4 		$413K Buy
+5,785
New +$390K 0.18% 132

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

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

Pines Wealth Management increased its Citigroup (C) stake by 0.23% in Q2 2026, buying an estimated $1.43K and bringing the position to 4,804 shares worth $672K. The position accounts for 0.19% of the portfolio, ranked #115.

Pines Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Pines Wealth Management held 4,804 shares of Citigroup worth $672K as of Q2 2026.
  • Pines Wealth Management bought 11 Citigroup shares in Q2 2026, an estimated $1.43K.
  • Citigroup made up 0.19% of Pines Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Pines Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.