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Prosperity Consulting Group’s Citigroup C Stock Holding History

Prosperity Consulting 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 		$2.66M Buy
19,027
+1,306
+7% +$170K 0.1% 145
2026
Q1 		$2.01M Sell
17,721
-162
-0.9% -$18.4K 0.09% 158
2025
Q4 		$2.09M Sell
17,883
-1,031
-5% -$107K 0.09% 155
2025
Q3 		$1.92M Buy
18,914
+651
+4% +$61.8K 0.09% 167
2025
Q2 		$1.55M Buy
18,263
+323
+2% +$23.3K 0.11% 166
2025
Q1 		$1.27M Buy
17,940
+183
+1% +$14K 0.1% 193
2024
Q4 		$1.25M Buy
17,757
+370
+2% +$24.9K 0.09% 199
2024
Q3 		$1.09M Buy
17,387
+12,213
+236% +$755K 0.08% 216
2024
Q2 		$328K Sell
5,174
-1,057
-17% -$65.2K 0.04% 242
2024
Q1 		$394K Buy
6,231
+907
+17% +$50.5K 0.05% 238
2023
Q4 		$274K Buy
+5,324
New +$236K 0.09% 167

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

Prosperity Consulting Group's C Position: Q2 2026 in Review

Prosperity Consulting Group increased its Citigroup (C) stake by 7.4% in Q2 2026, buying an estimated $170K and bringing the position to 19,027 shares worth $2.66M. The position accounts for 0.1% of the portfolio, ranked #145.

Prosperity Consulting Group first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Prosperity Consulting Group held 19,027 shares of Citigroup worth $2.66M as of Q2 2026.
  • Prosperity Consulting Group bought 1,306 Citigroup shares in Q2 2026, an estimated $170K.
  • Citigroup made up 0.1% of Prosperity Consulting Group's portfolio in Q2 2026, its #145 holding.
  • Prosperity Consulting Group first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.