Q1WB
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Quest 10 Wealth Builders’s Citigroup C Stock Holding History

Quest 10 Wealth Builders’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 		$108K Buy
772
+4
+0.5% +$521 0.08% 139
2026
Q1 		$87.1K Buy
768
+139
+22% +$15.8K 0.08% 152
2025
Q4 		$73.4K Sell
629
-16
-2% -$1.66K 0.07% 159
2025
Q3 		$65.5K Sell
645
-87
-12% -$8.26K 0.06% 160
2025
Q2 		$62.3K Sell
732
-1
-0.1% -$72 0.06% 163
2025
Q1 		$52K Buy
733
+132
+22% +$10.1K 0.06% 168
2024
Q4 		$42.3K Buy
+601
New +$40.5K 0.04% 204

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

Quest 10 Wealth Builders's C Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Citigroup (C) stake by 0.52% in Q2 2026, buying an estimated $521 and bringing the position to 772 shares worth $108K. The position accounts for 0.08% of the portfolio, ranked #139.

Quest 10 Wealth Builders first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Quest 10 Wealth Builders held 772 shares of Citigroup worth $108K as of Q2 2026.
  • Quest 10 Wealth Builders bought 4 Citigroup shares in Q2 2026, an estimated $521.
  • Citigroup made up 0.08% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #139 holding.
  • Quest 10 Wealth Builders first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.