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Silverlake Wealth Management’s Citigroup C Stock Holding History

Silverlake 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 		$751K Buy
5,365
+11
+0.2% +$1.43K 0.14% 180
2026
Q1 		$607K Buy
5,354
+12
+0.2% +$1.37K 0.13% 181
2025
Q4 		$623K Buy
5,342
+14
+0.3% +$1.45K 0.14% 167
2025
Q3 		$541K Sell
5,328
-288
-5% -$27.3K 0.13% 174
2025
Q2 		$478K Buy
5,616
+150
+3% +$10.8K 0.14% 175
2025
Q1 		$388K Sell
5,466
-1,654
-23% -$126K 0.15% 160
2024
Q4 		$501K Sell
7,120
-72
-1% -$4.85K 0.19% 131
2024
Q3 		$450K Buy
7,192
+179
+3% +$11.1K 0.17% 145
2024
Q2 		$445K Buy
7,013
+18
+0.3% +$1.11K 0.18% 136
2024
Q1 		$442K Buy
6,995
+14
+0.2% +$779 0.23% 115
2023
Q4 		$359K Sell
6,981
-387
-5% -$17.1K 0.2% 136
2023
Q3 		$303K Sell
7,368
-1,841
-20% -$80.8K 0.17% 161
2023
Q2 		$424K Buy
9,209
+35
+0.4% +$1.64K 0.24% 106
2023
Q1 		$430K Buy
9,174
+30
+0.3% +$1.47K 0.26% 99
2022
Q4 		$414K Sell
9,144
-270
-3% -$12.3K 0.26% 98
2022
Q3 		$392K Buy
9,414
+92
+1% +$4.54K 0.27% 96
2022
Q2 		$429K Buy
9,322
+226
+2% +$11.3K 0.28% 91
2022
Q1 		$486K Buy
9,096
+23
+0.3% +$1.42K 0.28% 92
2021
Q4 		$548K Buy
+9,073
New +$603K 0.29% 89

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

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

Silverlake Wealth Management increased its Citigroup (C) stake by 0.21% in Q2 2026, buying an estimated $1.43K and bringing the position to 5,365 shares worth $751K. The position accounts for 0.14% of the portfolio, ranked #180.

Silverlake Wealth Management first reported a position in C in Q4 2021 and has held it in 19 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Silverlake Wealth Management held 5,365 shares of Citigroup worth $751K as of Q2 2026.
  • Silverlake Wealth Management bought 11 Citigroup shares in Q2 2026, an estimated $1.43K.
  • Citigroup made up 0.14% of Silverlake Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Silverlake Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.