Signature Wealth Management Partners’s Citigroup C Stock Holding History

Signature Wealth Management 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	$358K	Hold	2,556	–	–	0.17%	85
2026 Q1	$290K	Sell	2,556 -172	-6%	-$19.6K	0.15%	96
2025 Q4	$318K	Hold	2,728	–	–	0.16%	88
2025 Q3	$277K	Buy	2,728 +30	+1%	+$2.85K	0.14%	92
2025 Q2	$230K	Sell	2,698 -362	-12%	-$26.2K	0.13%	97
2025 Q1	$217K	Sell	3,060 -140	-4%	-$10.7K	0.14%	98
2024 Q4	$225K	Hold	3,200	–	–	0.15%	94
2024 Q3	$200K	Hold	3,200	–	–	0.15%	102
2024 Q2	$203K	Buy	+3,200	New	+$197K	0.15%	98
2023 Q4	–	Sell	-9,495	Closed	-$391K	–	96
2023 Q3	$391K	Sell	9,495 -2,868	-23%	-$126K	0.38%	57
2023 Q2	$569K	Sell	12,363 -913	-7%	-$42.8K	0.53%	45
2023 Q1	$622K	Buy	13,276 +2,532	+24%	+$124K	0.58%	47
2022 Q4	$486K	Buy	10,744 +572	+6%	+$26K	0.48%	53
2022 Q3	$424K	Buy	10,172 +63	+0.6%	+$3.11K	0.47%	56
2022 Q2	$465K	Buy	10,109 +1,057	+12%	+$52.9K	0.48%	57
2022 Q1	$483K	Buy	+9,052	New	+$559K	0.41%	62

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

Signature Wealth Management Partners's C Position: Q2 2026 in Review

Signature Wealth Management Partners held its Citigroup (C) position steady in Q2 2026 at 2,556 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #85.

Signature Wealth Management Partners first reported a position in C in Q1 2022 and has held it in 16 quarters since. The position peaked at $622K in Q1 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Signature Wealth Management Partners held 2,556 shares of Citigroup worth $358K as of Q2 2026.
Signature Wealth Management Partners left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.17% of Signature Wealth Management Partners's portfolio in Q2 2026, its #85 holding.
Signature Wealth Management Partners first reported a position in Citigroup in Q1 2022 and has held it in 16 quarters since.
Signature Wealth Management Partners's Citigroup position peaked at $622K in Q1 2023.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.