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Revolve Wealth Partners’s Citigroup C Stock Holding History

Revolve 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 		$1.23M Buy
8,790
+6,255
+247% +$814K 0.13% 93
2026
Q1 		$288K Buy
2,535
+53
+2% +$6.04K 0.04% 183
2025
Q4 		$290K Buy
2,482
+119
+5% +$12.4K 0.03% 187
2025
Q3 		$240K Buy
+2,363
New +$224K 0.03% 202
2022
Q4 		– Sell
-5,541
Closed -$231K – 146
2022
Q3 		$231K Buy
5,541
+148
+3% +$7.31K 0.08% 110
2022
Q2 		$248K Buy
5,393
+572
+12% +$28.6K 0.08% 109
2022
Q1 		$257K Buy
4,821
+331
+7% +$20.4K 0.07% 114
2021
Q4 		$271K Buy
+4,490
New +$299K 0.08% 115

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

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

Revolve Wealth Partners increased its Citigroup (C) stake by 247% in Q2 2026, buying an estimated $814K and bringing the position to 8,790 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #93.

Revolve Wealth Partners first reported a position in C in Q4 2021 and has held it in 8 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Revolve Wealth Partners held 8,790 shares of Citigroup worth $1.23M as of Q2 2026.
  • Revolve Wealth Partners bought 6,255 Citigroup shares in Q2 2026, an estimated $814K.
  • Citigroup made up 0.13% of Revolve Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Revolve Wealth Partners first reported a position in Citigroup in Q4 2021 and has held it in 8 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.