QWP
C icon

Quotient Wealth Partners’s Citigroup C Stock Holding History

Quotient Wealth Partners’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 		$1.22M Buy
8,700
+94
+1% +$12.2K 0.03% 121
2026
Q1 		$976K Buy
8,606
+500
+6% +$56.9K 0.03% 121
2025
Q4 		$946K Buy
8,106
+200
+3% +$20.8K 0.03% 125
2025
Q3 		$802K Buy
7,906
+236
+3% +$22.4K 0.02% 136
2025
Q2 		$653K Buy
7,670
+1,811
+31% +$131K 0.02% 155
2025
Q1 		$416K Buy
5,859
+339
+6% +$25.8K 0.01% 201
2024
Q4 		$389K Buy
5,520
+353
+7% +$23.8K 0.01% 206
2024
Q3 		$323K Sell
5,167
-385
-7% -$23.8K 0.01% 237
2024
Q2 		$352K Buy
5,552
+1,048
+23% +$64.6K 0.01% 221
2024
Q1 		$285K Buy
+4,504
New +$251K 0.01% 237

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

Quotient Wealth Partners's C Position: Q2 2026 in Review

Quotient Wealth Partners increased its Citigroup (C) stake by 1.1% in Q2 2026, buying an estimated $12.2K and bringing the position to 8,700 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #121.

Quotient Wealth Partners first reported a position in C in Q1 2024 and has held it in 10 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Quotient Wealth Partners held 8,700 shares of Citigroup worth $1.22M as of Q2 2026.
  • Quotient Wealth Partners bought 94 Citigroup shares in Q2 2026, an estimated $12.2K.
  • Citigroup made up 0.03% of Quotient Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Quotient Wealth Partners first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.