Portus Wealth Advisors’s Citigroup C Stock Holding History

Portus 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	–	Sell	-60	Closed	-$6.8K	–	117
2026 Q1	$6.8K	Buy	+60	New	+$6.83K	0.01%	149

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Portus Wealth Advisors sold out of Citigroup (C) in Q2 2026, closing a stake of 60 shares — an estimated $6.8K sold.

Portus Wealth Advisors first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $6.8K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Portus Wealth Advisors reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 60 Citigroup shares in Q2 2026, an estimated $6.8K.
Portus Wealth Advisors first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Citigroup position peaked at $6.8K in Q1 2026.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.