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Ponta Wealth Partners’s Citigroup C Stock Holding History

Ponta Wealth Partners’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 		$744K Buy
5,319
+1,794
+51% +$234K 0.4% 66
2026
Q1 		$400K Buy
3,525
+456
+15% +$51.9K 0.32% 78
2025
Q4 		$358K Buy
+3,069
New +$319K 0.33% 72

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

Ponta Wealth Partners's C Position: Q2 2026 in Review

Ponta Wealth Partners increased its Citigroup (C) stake by 51% in Q2 2026, buying an estimated $234K and bringing the position to 5,319 shares worth $744K. The position accounts for 0.4% of the portfolio, ranked #66.

Ponta Wealth Partners first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Ponta Wealth Partners held 5,319 shares of Citigroup worth $744K as of Q2 2026.
  • Ponta Wealth Partners bought 1,794 Citigroup shares in Q2 2026, an estimated $234K.
  • Citigroup made up 0.4% of Ponta Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Ponta Wealth Partners first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.