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Private Wealth Management Group’s Citigroup C Stock Holding History

Private 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 		$88K Hold
629
– – 0.02% 181
2026
Q1 		$71.3K Buy
629
+58
+10% +$6.61K 0.02% 154
2025
Q4 		$66.6K Hold
571
– – 0.02% 159
2025
Q3 		$58K Hold
571
– – 0.02% 169
2025
Q2 		$48.6K Hold
571
– – 0.02% 176
2025
Q1 		$40.5K Buy
571
+358
+168% +$27.3K 0.02% 192
2024
Q4 		$15K Hold
213
– – 0.01% 378
2024
Q3 		$13.3K Hold
213
– – 0.01% 379
2024
Q2 		$13.5K Hold
213
– – 0.01% 371
2024
Q1 		$13.5K Hold
213
– – 0.01% 343
2023
Q4 		$11K Buy
+213
New +$9.43K 0.01% 389

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

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

Private Wealth Management Group held its Citigroup (C) position steady in Q2 2026 at 629 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #181.

Private Wealth Management Group first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Private Wealth Management Group held 629 shares of Citigroup worth $88K as of Q2 2026.
  • Private Wealth Management Group left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #181 holding.
  • Private Wealth Management Group first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.