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Rialto Wealth Management’s Citigroup C Stock Holding History

Rialto Wealth Management’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 		$40.6K Buy
290
+53
+22% +$6.9K 0.01% 345
2026
Q1 		$26.9K Buy
237
+20
+9% +$2.28K 0.01% 346
2025
Q4 		$25.3K Buy
217
+4
+2% +$415 0.01% 339
2025
Q3 		$21.6K Buy
213
+169
+384% +$16K 0.01% 348
2025
Q2 		$3.75K Buy
44
+21
+91% +$1.52K ﹤0.01% 494
2025
Q1 		$1.63K Buy
+23
New +$1.75K ﹤0.01% 574

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

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

Rialto Wealth Management increased its Citigroup (C) stake by 22% in Q2 2026, buying an estimated $6.9K and bringing the position to 290 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #345.

Rialto Wealth Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Rialto Wealth Management held 290 shares of Citigroup worth $40.6K as of Q2 2026.
  • Rialto Wealth Management bought 53 Citigroup shares in Q2 2026, an estimated $6.9K.
  • Citigroup made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Rialto Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.