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Retirement Wealth Solutions’s Citigroup C Stock Holding History

Retirement Wealth Solutions’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 		$20.6K Hold
147
– – 0.01% 155
2026
Q1 		$16.7K Hold
147
– – 0.01% 164
2025
Q4 		$17.2K Buy
147
+1
+0.7% +$104 0.01% 173
2025
Q3 		$14.8K Hold
146
– – 0.01% 187
2025
Q2 		$12.4K Hold
146
– – 0.01% 215
2025
Q1 		$10.3K Buy
146
+1
+0.7% +$76 0.01% 222
2024
Q4 		$10.4K Buy
+145
New +$9.77K 0.01% 225

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

Retirement Wealth Solutions's C Position: Q2 2026 in Review

Retirement Wealth Solutions held its Citigroup (C) position steady in Q2 2026 at 147 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #155.

Retirement Wealth Solutions first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Retirement Wealth Solutions held 147 shares of Citigroup worth $20.6K as of Q2 2026.
  • Retirement Wealth Solutions left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #155 holding.
  • Retirement Wealth Solutions first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.