RWB
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RMR Wealth Builders’s Citigroup C Stock Holding History

RMR Wealth Builders’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 		$1.74M Buy
12,409
+327
+3% +$42.6K 0.11% 95
2026
Q1 		$1.37M Buy
12,082
+23
+0.2% +$2.62K 0.11% 99
2025
Q4 		$1.41M Sell
12,059
-48
-0.4% -$4.99K 0.11% 96
2025
Q3 		$1.23M Buy
12,107
+417
+4% +$39.6K 0.1% 100
2025
Q2 		$995K Buy
11,690
+485
+4% +$35.1K 0.09% 114
2025
Q1 		$795K Sell
11,205
-227
-2% -$17.3K 0.08% 120
2024
Q4 		$805K Sell
11,432
-160
-1% -$10.8K 0.08% 124
2024
Q3 		$726K Buy
11,592
+295
+3% +$18.2K 0.08% 122
2024
Q2 		$717K Buy
11,297
+611
+6% +$37.7K 0.08% 121
2024
Q1 		$676K Buy
10,686
+296
+3% +$16.5K 0.08% 124
2023
Q4 		$534K Buy
10,390
+37
+0.4% +$1.64K 0.08% 139
2023
Q3 		$426K Sell
10,353
-197
-2% -$8.65K 0.07% 151
2023
Q2 		$486K Buy
10,550
+37
+0.4% +$1.73K 0.08% 119
2023
Q1 		$493K Sell
10,513
-316
-3% -$15.5K 0.09% 108
2022
Q4 		$490K Buy
10,829
+115
+1% +$5.22K 0.11% 97
2022
Q3 		$446K Buy
10,714
+170
+2% +$8.4K 0.11% 102
2022
Q2 		$485K Buy
+10,544
New +$527K 0.12% 107
2021
Q4 		– Sell
-3,135
Closed -$220K – 133
2021
Q3 		$220K Sell
3,135
-95
-3% -$6.64K 0.06% 172
2021
Q2 		$229K Sell
3,230
-922
-22% -$68.2K 0.08% 158
2021
Q1 		$302K Buy
4,152
+953
+30% +$63.6K 0.08% 132
2020
Q4 		$197K Sell
3,199
-2,198
-41% -$112K 0.1% 152
2020
Q3 		$233K Buy
5,397
+2,045
+61% +$102K 0.06% 181
2020
Q2 		$171K Buy
+3,352
New +$159K 0.15% 126
2019
Q4 		$233K Buy
+2,912
New +$215K 0.22% 99

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

RMR Wealth Builders's C Position: Q2 2026 in Review

RMR Wealth Builders increased its Citigroup (C) stake by 2.7% in Q2 2026, buying an estimated $42.6K and bringing the position to 12,409 shares worth $1.74M. The position accounts for 0.11% of the portfolio, ranked #95.

RMR Wealth Builders first reported a position in C in Q4 2019 and has held it in 24 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • RMR Wealth Builders held 12,409 shares of Citigroup worth $1.74M as of Q2 2026.
  • RMR Wealth Builders bought 327 Citigroup shares in Q2 2026, an estimated $42.6K.
  • Citigroup made up 0.11% of RMR Wealth Builders's portfolio in Q2 2026, its #95 holding.
  • RMR Wealth Builders first reported a position in Citigroup in Q4 2019 and has held it in 24 quarters since.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.