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Providence Wealth Advisors’s Citigroup C Stock Holding History

Providence 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 		$321K Buy
2,285
+10
+0.4% +$1.3K 0.19% 64
2026
Q1 		$261K Hold
2,275
– – 0.17% 69
2025
Q4 		$282K Hold
2,275
– – 0.18% 67
2025
Q3 		$231K Hold
2,275
– – 0.15% 76
2025
Q2 		$209K Buy
+2,275
New +$164K 0.14% 76

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

Providence Wealth Advisors's C Position: Q2 2026 in Review

Providence Wealth Advisors increased its Citigroup (C) stake by 0.44% in Q2 2026, buying an estimated $1.3K and bringing the position to 2,285 shares worth $321K. The position accounts for 0.19% of the portfolio, ranked #64.

Providence Wealth Advisors first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Providence Wealth Advisors held 2,285 shares of Citigroup worth $321K as of Q2 2026.
  • Providence Wealth Advisors bought 10 Citigroup shares in Q2 2026, an estimated $1.3K.
  • Citigroup made up 0.19% of Providence Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Providence Wealth Advisors first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Providence Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.