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Semus Wealth Partners’s Citigroup C Stock Holding History

Semus 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 		$270K Buy
1,927
+8
+0.4% +$1.04K 0.13% 95
2026
Q1 		$218K Sell
1,919
-124
-6% -$14.1K 0.12% 99
2025
Q4 		$238K Buy
2,043
+11
+0.5% +$1.14K 0.13% 94
2025
Q3 		$206K Buy
+2,032
New +$193K 0.12% 105

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

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

Semus Wealth Partners increased its Citigroup (C) stake by 0.42% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,927 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #95.

Semus Wealth Partners first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Semus Wealth Partners held 1,927 shares of Citigroup worth $270K as of Q2 2026.
  • Semus Wealth Partners bought 8 Citigroup shares in Q2 2026, an estimated $1.04K.
  • Citigroup made up 0.13% of Semus Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Semus Wealth Partners first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.