QFW
C icon

QTR Family Wealth’s Citigroup C Stock Holding History

QTR Family Wealth’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 		$513K Buy
3,664
+507
+16% +$66K 0.18% 125
2026
Q1 		$409K Hold
3,157
– – 0.17% 139
2025
Q4 		$386K Buy
3,157
+618
+24% +$64.2K 0.17% 138
2025
Q3 		$258K Buy
+2,539
New +$241K 0.12% 192

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 $3.38T AUM 44.17% 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

QTR Family Wealth's C Position: Q2 2026 in Review

QTR Family Wealth increased its Citigroup (C) stake by 16% in Q2 2026, buying an estimated $66K and bringing the position to 3,664 shares worth $513K. The position accounts for 0.18% of the portfolio, ranked #125.

QTR Family Wealth first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • QTR Family Wealth held 3,664 shares of Citigroup worth $513K as of Q2 2026.
  • QTR Family Wealth bought 507 Citigroup shares in Q2 2026, an estimated $66K.
  • Citigroup made up 0.18% of QTR Family Wealth's portfolio in Q2 2026, its #125 holding.
  • QTR Family Wealth first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.