Quaker Wealth Management’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.82K Sell
63
-22
-26% -$2.86K ﹤0.01% 295
2026
Q1
$9.64K Sell
85
-46
-35% -$5.24K ﹤0.01% 295
2025
Q4
$15.3K Buy
131
+64
+96% +$6.65K ﹤0.01% 267
2025
Q3
$6.8K Hold
67
﹤0.01% 306
2025
Q2
$5.7K Buy
+67
New +$4.84K ﹤0.01% 326

Other funds holding C

Quaker Wealth Management's C Position: Q2 2026 in Review

Quaker Wealth Management reduced its Citigroup (C) stake by 26% in Q2 2026, selling an estimated $2.86K and leaving 63 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Quaker Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q4 2025. 1,101 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Quaker Wealth Management held 63 shares of Citigroup worth $8.82K as of Q2 2026.
  • Quaker Wealth Management sold 22 Citigroup shares in Q2 2026, an estimated $2.86K.
  • Citigroup made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Quaker Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Citigroup position peaked at $15.3K in Q4 2025.
  • 1,101 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.