PWM
C icon

Power Wealth Management’s Citigroup C Stock Holding History

Power 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 		$1.19M Sell
8,479
-2,249
-21% -$293K 0.41% 37
2026
Q1 		$1.22M Sell
10,728
-548
-5% -$62.4K 0.45% 38
2025
Q4 		$1.32M Sell
11,276
-718
-6% -$74.6K 0.46% 40
2025
Q3 		$1.22M Sell
11,994
-1,473
-11% -$140K 0.44% 40
2025
Q2 		$1.15M Sell
13,467
-660
-5% -$47.7K 0.44% 39
2025
Q1 		$1M Sell
14,127
-102
-0.7% -$7.78K 0.41% 45
2024
Q4 		$1M Buy
14,229
+43
+0.3% +$2.9K 0.42% 50
2024
Q3 		$888K Buy
14,186
+1,581
+13% +$97.8K 0.38% 50
2024
Q2 		$800K Buy
12,605
+82
+0.7% +$5.06K 0.38% 50
2024
Q1 		$792K Buy
12,523
+1,262
+11% +$70.2K 0.5% 41
2023
Q4 		$579K Buy
+11,261
New +$499K 0.4% 50

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

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

Power Wealth Management reduced its Citigroup (C) stake by 21% in Q2 2026, selling an estimated $293K and leaving 8,479 shares worth $1.19M. The position accounts for 0.41% of the portfolio, ranked #37.

Power Wealth Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Power Wealth Management held 8,479 shares of Citigroup worth $1.19M as of Q2 2026.
  • Power Wealth Management sold 2,249 Citigroup shares in Q2 2026, an estimated $293K.
  • Citigroup made up 0.41% of Power Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Power Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • Power Wealth Management's Citigroup position peaked at $1.32M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.