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RKL Wealth Management’s Citigroup C Stock Holding History

RKL 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 		$456K Buy
3,259
+453
+16% +$59K 0.04% 141
2026
Q1 		$318K Hold
2,806
– – 0.03% 153
2025
Q4 		$327K Sell
2,806
-100
-3% -$10.4K 0.03% 155
2025
Q3 		$295K Hold
2,906
– – 0.03% 160
2025
Q2 		$247K Sell
2,906
-56
-2% -$4.05K 0.02% 165
2025
Q1 		$210K Hold
2,962
– – 0.02% 165
2024
Q4 		$208K Buy
+2,962
New +$200K 0.02% 168
2017
Q4 		– Sell
-6,112
Closed -$241K – 139
2017
Q3 		$241K Buy
+6,112
New +$417K 0.07% 137

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

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

RKL Wealth Management increased its Citigroup (C) stake by 16% in Q2 2026, buying an estimated $59K and bringing the position to 3,259 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #141.

RKL Wealth Management first reported a position in C in Q3 2017 and has held it in 8 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • RKL Wealth Management held 3,259 shares of Citigroup worth $456K as of Q2 2026.
  • RKL Wealth Management bought 453 Citigroup shares in Q2 2026, an estimated $59K.
  • Citigroup made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #141 holding.
  • RKL Wealth Management first reported a position in Citigroup in Q3 2017 and has held it in 8 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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