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Richards, Merrill & Peterson’s Citigroup C Stock Holding History

Richards, Merrill & Peterson’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 		$33.9K Buy
242
+2
+0.8% +$260 0.01% 255
2026
Q1 		$27.2K Hold
240
– – 0.01% 249
2025
Q4 		$28K Buy
+240
New +$24.9K 0.01% 237
2025
Q2 		– Sell
-240
Closed -$17K – 232
2025
Q1 		$17K Hold
240
– – 0.01% 355
2024
Q4 		$16.9K Buy
+240
New +$16.2K 0.01% 344

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

Richards, Merrill & Peterson's C Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Citigroup (C) stake by 0.83% in Q2 2026, buying an estimated $260 and bringing the position to 242 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Richards, Merrill & Peterson first reported a position in C in Q4 2024 and has held it in 5 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Richards, Merrill & Peterson held 242 shares of Citigroup worth $33.9K as of Q2 2026.
  • Richards, Merrill & Peterson bought 2 Citigroup shares in Q2 2026, an estimated $260.
  • Citigroup made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #255 holding.
  • Richards, Merrill & Peterson first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.