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Prestige Wealth Management Group’s Citigroup C Stock Holding History

Prestige Wealth Management 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 		$287K Buy
2,054
+50
+2% +$6.51K 0.05% 140
2026
Q1 		$227K Buy
2,004
+109
+6% +$12.4K 0.04% 155
2025
Q4 		$221K Buy
1,895
+79
+4% +$8.2K 0.04% 157
2025
Q3 		$184K Hold
1,816
– – 0.04% 177
2025
Q2 		$155K Hold
1,816
– – 0.03% 179
2025
Q1 		$129K Hold
1,816
– – 0.03% 180
2024
Q4 		$128K Hold
1,816
– – 0.03% 185
2024
Q3 		$114K Sell
1,816
-4,770
-72% -$295K 0.02% 184
2024
Q2 		$418K Buy
6,586
+4,770
+263% +$294K 0.09% 98
2024
Q1 		$115K Sell
1,816
-5,789
-76% -$322K 0.02% 189
2023
Q4 		$391K Buy
7,605
+686
+10% +$30.4K 0.09% 98
2023
Q3 		$285K Buy
6,919
+4,793
+225% +$210K 0.07% 114
2023
Q2 		$97.9K Buy
2,126
+106
+5% +$4.96K 0.02% 209
2023
Q1 		$94.7K Buy
2,020
+99
+5% +$4.86K 0.02% 189
2022
Q4 		$86.9K Sell
1,921
-56
-3% -$2.54K 0.02% 202
2022
Q3 		$82K Sell
1,977
-688
-26% -$34K 0.02% 186
2022
Q2 		$123K Buy
2,665
+598
+29% +$29.9K 0.03% 160
2022
Q1 		$110K Buy
2,067
+1
+0% +$62 0.03% 179
2021
Q4 		$125K Sell
2,066
-8
-0.4% -$532 0.03% 177
2021
Q3 		$146K Buy
2,074
+172
+9% +$12K 0.04% 159
2021
Q2 		$134K Sell
1,902
-171
-8% -$12.7K 0.04% 161
2021
Q1 		$151K Hold
2,073
– – 0.04% 145
2020
Q4 		$128K Buy
2,073
+109
+6% +$5.54K 0.04% 153
2020
Q3 		$85K Sell
1,964
-1,000
-34% -$49.8K 0.03% 190
2020
Q2 		$151K Sell
2,964
-521
-15% -$24.7K 0.05% 119
2020
Q1 		$147K Sell
3,485
-5,788
-62% -$389K 0.06% 94
2019
Q4 		$741K Sell
9,273
-7
-0.1% -$517 0.41% 41
2019
Q3 		$641K Sell
9,280
-527
-5% -$35.8K 0.38% 45
2019
Q2 		$687K Buy
9,807
+989
+11% +$66.2K 0.42% 39
2019
Q1 		$548K Sell
8,818
-820
-9% -$50.9K 0.34% 56
2018
Q4 		$502K Buy
+9,638
New +$610K 0.37% 53

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

Prestige Wealth Management Group's C Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Citigroup (C) stake by 2.5% in Q2 2026, buying an estimated $6.51K and bringing the position to 2,054 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #140.

Prestige Wealth Management Group first reported a position in C in Q4 2018 and has held it in 31 quarters since. The position peaked at $741K in Q4 2019. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Prestige Wealth Management Group held 2,054 shares of Citigroup worth $287K as of Q2 2026.
  • Prestige Wealth Management Group bought 50 Citigroup shares in Q2 2026, an estimated $6.51K.
  • Citigroup made up 0.05% of Prestige Wealth Management Group's portfolio in Q2 2026, its #140 holding.
  • Prestige Wealth Management Group first reported a position in Citigroup in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Citigroup position peaked at $741K in Q4 2019.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.