PNFS
C icon

PW Nova Financial Services’s Citigroup C Stock Holding History

PW Nova Financial Services’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 		$1.02M Sell
7,291
-230
-3% -$29.9K 0.22% 90
2026
Q1 		$853K Buy
+7,521
New +$856K 0.21% 106

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

PW Nova Financial Services's C Position: Q2 2026 in Review

PW Nova Financial Services reduced its Citigroup (C) stake by 3.1% in Q2 2026, selling an estimated $29.9K and leaving 7,291 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #90.

PW Nova Financial Services first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • PW Nova Financial Services held 7,291 shares of Citigroup worth $1.02M as of Q2 2026.
  • PW Nova Financial Services sold 230 Citigroup shares in Q2 2026, an estimated $29.9K.
  • Citigroup made up 0.22% of PW Nova Financial Services's portfolio in Q2 2026, its #90 holding.
  • PW Nova Financial Services first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.