SWM
C icon

SHP Wealth Management’s Citigroup C Stock Holding History

SHP 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 		$180K Sell
1,286
-50
-4% -$6.51K 0.01% 317
2026
Q1 		$152K Sell
1,336
-699
-34% -$79.6K 0.01% 320
2025
Q4 		$238K Buy
+2,035
New +$211K 0.02% 229

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Citigroup (C) stake by 3.7% in Q2 2026, selling an estimated $6.51K and leaving 1,286 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #317.

SHP Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 2,645 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SHP Wealth Management held 1,286 shares of Citigroup worth $180K as of Q2 2026.
  • SHP Wealth Management sold 50 Citigroup shares in Q2 2026, an estimated $6.51K.
  • Citigroup made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #317 holding.
  • SHP Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Citigroup position peaked at $238K in Q4 2025.
  • 2,645 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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