SWM
C icon

Shrier Wealth Management’s Citigroup C Stock Holding History

Shrier 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 		$2.09M Sell
14,959
-18
-0.1% -$2.34K 0.71% 40
2026
Q1 		$1.7M Buy
14,977
+695
+5% +$79.1K 0.62% 49
2025
Q4 		$1.67M Buy
+14,282
New +$1.48M 0.66% 43

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

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

Shrier Wealth Management reduced its Citigroup (C) stake by 0.12% in Q2 2026, selling an estimated $2.34K and leaving 14,959 shares worth $2.09M. The position accounts for 0.71% of the portfolio, ranked #40.

Shrier Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,620 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Shrier Wealth Management held 14,959 shares of Citigroup worth $2.09M as of Q2 2026.
  • Shrier Wealth Management sold 18 Citigroup shares in Q2 2026, an estimated $2.34K.
  • Citigroup made up 0.71% of Shrier Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Shrier Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.