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Prasad Wealth Partners’s Citigroup C Stock Holding History

Prasad 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 		$1.92M Sell
13,722
-15
-0.1% -$1.95K 0.46% 42
2026
Q1 		$1.56M Sell
13,737
-168
-1% -$19.1K 0.42% 38
2025
Q4 		$1.62M Sell
13,905
-540
-4% -$56.1K 0.43% 43
2025
Q3 		$1.47M Sell
14,445
-482
-3% -$45.7K 0.41% 40
2025
Q2 		$1.27M Buy
14,927
+27
+0.2% +$1.95K 0.37% 44
2025
Q1 		$1.06M Sell
14,900
-650
-4% -$49.6K 0.35% 40
2024
Q4 		$1.09M Buy
+15,550
New +$1.05M 0.35% 40

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

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

Prasad Wealth Partners reduced its Citigroup (C) stake by 0.11% in Q2 2026, selling an estimated $1.95K and leaving 13,722 shares worth $1.92M. The position accounts for 0.46% of the portfolio, ranked #42.

Prasad Wealth Partners first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Prasad Wealth Partners held 13,722 shares of Citigroup worth $1.92M as of Q2 2026.
  • Prasad Wealth Partners sold 15 Citigroup shares in Q2 2026, an estimated $1.95K.
  • Citigroup made up 0.46% of Prasad Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Prasad Wealth Partners first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.