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Portside Wealth Group’s Citigroup C Stock Holding History

Portside Wealth Group’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 		$1.94M Buy
13,883
+419
+3% +$54.5K 0.23% 95
2026
Q1 		$1.53M Sell
13,464
-500
-4% -$56.9K 0.21% 119
2025
Q4 		$1.63M Sell
13,964
-673
-5% -$69.9K 0.22% 108
2025
Q3 		$1.49M Sell
14,637
-1,653
-10% -$157K 0.2% 111
2025
Q2 		$1.39M Buy
16,290
+22
+0.1% +$1.59K 0.21% 109
2025
Q1 		$1.15M Sell
16,268
-1,770
-10% -$135K 0.19% 118
2024
Q4 		$1.27M Buy
18,038
+667
+4% +$45K 0.21% 107
2024
Q3 		$1.09M Buy
17,371
+1,992
+13% +$123K 0.19% 131
2024
Q2 		$976K Sell
15,379
-224
-1% -$13.8K 0.19% 124
2024
Q1 		$987K Buy
15,603
+934
+6% +$52K 0.18% 128
2023
Q4 		$755K Sell
14,669
-1,768
-11% -$78.3K 0.14% 159
2023
Q3 		$674K Buy
16,437
+2,937
+22% +$129K 0.13% 159
2023
Q2 		$622K Buy
+13,500
New +$632K 0.12% 175

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

Portside Wealth Group's C Position: Q2 2026 in Review

Portside Wealth Group increased its Citigroup (C) stake by 3.1% in Q2 2026, buying an estimated $54.5K and bringing the position to 13,883 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #95.

Portside Wealth Group first reported a position in C in Q2 2023 and has held it in 13 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Portside Wealth Group held 13,883 shares of Citigroup worth $1.94M as of Q2 2026.
  • Portside Wealth Group bought 419 Citigroup shares in Q2 2026, an estimated $54.5K.
  • Citigroup made up 0.23% of Portside Wealth Group's portfolio in Q2 2026, its #95 holding.
  • Portside Wealth Group first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.