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Prevail Innovative Wealth Advisors’s Citigroup C Stock Holding History

Prevail Innovative 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 		$3.77M Sell
26,923
-11,431
-30% -$1.49M 0.56% 66
2026
Q1 		$4.35M Buy
+38,354
New +$4.37M 0.73% 58

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

Prevail Innovative Wealth Advisors's C Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Citigroup (C) stake by 30% in Q2 2026, selling an estimated $1.49M and leaving 26,923 shares worth $3.77M. The position accounts for 0.56% of the portfolio, ranked #66.

Prevail Innovative Wealth Advisors first reported a position in C in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.35M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 26,923 shares of Citigroup worth $3.77M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 11,431 Citigroup shares in Q2 2026, an estimated $1.49M.
  • Citigroup made up 0.56% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • Prevail Innovative Wealth Advisors's Citigroup position peaked at $4.35M in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.