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RWA Wealth Partners’s Citigroup C Stock Holding History

RWA 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 		$20.5M Buy
146,683
+2,794
+2% +$364K 0.2% 75
2026
Q1 		$16.3M Buy
143,889
+1,871
+1% +$213K 0.18% 79
2025
Q4 		$16.6M Buy
142,018
+412
+0.3% +$42.8K 0.18% 77
2025
Q3 		$14.4M Sell
141,606
-72,699
-34% -$6.9M 0.16% 84
2025
Q2 		$18.2M Sell
214,305
-41,488
-16% -$3M 0.23% 67
2025
Q1 		$18.2M Sell
255,793
-23,381
-8% -$1.78M 0.23% 69
2024
Q4 		$19.7M Sell
279,174
-22,192
-7% -$1.5M 0.24% 63
2024
Q3 		$18.9M Sell
301,366
-58,552
-16% -$3.62M 0.24% 65
2024
Q2 		$22.8M Buy
359,918
+5,987
+2% +$369K 0.3% 53
2024
Q1 		$22.4M Buy
353,931
+290,706
+460% +$16.2M 0.3% 56
2023
Q4 		$3.25M Sell
63,225
-924
-1% -$40.9K 0.05% 173
2023
Q3 		$2.64M Buy
64,149
+562
+0.9% +$24.7K 0.06% 116
2023
Q2 		$2.93M Buy
+63,587
New +$2.98M 0.06% 106
2020
Q1 		– Sell
-3,185
Closed -$254K – 203
2019
Q4 		$254K Hold
3,185
– – 0.03% 213
2019
Q3 		$220K Buy
+3,185
New +$217K 0.02% 216
2018
Q3 		– Sell
-2,656
Closed -$178K – 301
2018
Q2 		$178K Sell
2,656
-1,488
-36% -$102K 0.02% 238
2018
Q1 		$280K Sell
4,144
-289
-7% -$21.7K 0.04% 165
2017
Q4 		$330K Buy
4,433
+1,421
+47% +$105K 0.04% 185
2017
Q3 		$219K Buy
+3,012
New +$206K 0.02% 218

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

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

RWA Wealth Partners increased its Citigroup (C) stake by 1.9% in Q2 2026, buying an estimated $364K and bringing the position to 146,683 shares worth $20.5M. The position accounts for 0.2% of the portfolio, ranked #75.

RWA Wealth Partners first reported a position in C in Q3 2017 and has held it in 19 quarters since. The position peaked at $22.8M in Q2 2024. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • RWA Wealth Partners held 146,683 shares of Citigroup worth $20.5M as of Q2 2026.
  • RWA Wealth Partners bought 2,794 Citigroup shares in Q2 2026, an estimated $364K.
  • Citigroup made up 0.2% of RWA Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • RWA Wealth Partners first reported a position in Citigroup in Q3 2017 and has held it in 19 quarters since.
  • RWA Wealth Partners's Citigroup position peaked at $22.8M in Q2 2024.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.