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Pitcairn Wealth Advisors’s Citigroup C Stock Holding History

Pitcairn Wealth 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 		$876K Sell
6,257
-6,520
-51% -$849K 0.1% 115
2026
Q1 		$1.49M Buy
12,777
+483
+4% +$55K 0.14% 63
2025
Q4 		$1.43M Buy
+12,294
New +$1.28M 0.13% 71

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

Pitcairn Wealth Advisors's C Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its Citigroup (C) stake by 51% in Q2 2026, selling an estimated $849K and leaving 6,257 shares worth $876K. The position accounts for 0.1% of the portfolio, ranked #115.

Pitcairn Wealth Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 2,629 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Pitcairn Wealth Advisors held 6,257 shares of Citigroup worth $876K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 6,520 Citigroup shares in Q2 2026, an estimated $849K.
  • Citigroup made up 0.1% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Pitcairn Wealth Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's Citigroup position peaked at $1.49M in Q1 2026.
  • 2,629 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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