Sheets Smith Wealth Management’s Citigroup C Stock Holding History

Sheets Smith 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	$1.03M	Hold	7,345	–	–	0.1%	197
2026 Q1	$833K	Sell	7,345 -2,037	-22%	-$232K	0.09%	213
2025 Q4	$1.09M	Buy	9,382 +110	+1%	+$11.4K	0.12%	168
2025 Q3	$941K	Buy	9,272 +72	+0.8%	+$6.83K	0.11%	186
2025 Q2	$783K	Buy	+9,200	New	+$665K	0.09%	204
2017 Q2	–	Sell	-49,412	Closed	-$2.96M	–	295
2017 Q1	$2.96M	Buy	+49,412	New	+$2.92M	0.78%	32

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's C Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Citigroup (C) position steady in Q2 2026 at 7,345 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #197.

Sheets Smith Wealth Management first reported a position in C in Q1 2017 and has held it in 6 quarters since. The position peaked at $2.96M in Q1 2017. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Sheets Smith Wealth Management held 7,345 shares of Citigroup worth $1.03M as of Q2 2026.
Sheets Smith Wealth Management left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.1% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #197 holding.
Sheets Smith Wealth Management first reported a position in Citigroup in Q1 2017 and has held it in 6 quarters since.
Sheets Smith Wealth Management's Citigroup position peaked at $2.96M in Q1 2017.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.