Principia Wealth Advisory’s Citigroup C Stock Holding History

Principia Wealth Advisory’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	$27.2K	Buy	194 +71	+58%	+$9.24K	0.01%	159
2026 Q1	$13.9K	Buy	123 +34	+38%	+$3.87K	0.01%	186
2025 Q4	$10.4K	Buy	89 +13	+17%	+$1.35K	0.01%	192
2025 Q3	$7.71K	Buy	76 +10	+15%	+$949	0.01%	225
2025 Q2	$5.62K	Buy	66 +37	+128%	+$2.67K	﹤0.01%	220
2025 Q1	$1.86K	Sell	29 -19	-40%	-$1.45K	﹤0.01%	293
2024 Q4	$3.38K	Buy	+48	New	+$3.23K	﹤0.01%	182

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's C Position: Q2 2026 in Review

Principia Wealth Advisory increased its Citigroup (C) stake by 58% in Q2 2026, buying an estimated $9.24K and bringing the position to 194 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #159.

Principia Wealth Advisory first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Principia Wealth Advisory held 194 shares of Citigroup worth $27.2K as of Q2 2026.
Principia Wealth Advisory bought 71 Citigroup shares in Q2 2026, an estimated $9.24K.
Citigroup made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #159 holding.
Principia Wealth Advisory first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.