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Simplicity Wealth’s Citigroup C Stock Holding History

Simplicity Wealth’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 		$11.1M Buy
86,109
+77,104
+856% +$10M 0.37% 64
2026
Q1 		$1.02M Buy
9,005
+2,382
+36% +$271K 0.06% 292
2025
Q4 		$773K Buy
6,623
+705
+12% +$73.2K 0.05% 334
2025
Q3 		$601K Sell
5,918
-3,342
-36% -$317K 0.03% 400
2025
Q2 		$788K Buy
9,260
+6,021
+186% +$435K 0.03% 374
2025
Q1 		$230K Buy
+3,239
New +$247K 0.02% 482
2024
Q3 		– Sell
-27,894
Closed -$1.77M – 582
2024
Q2 		$1.77M Sell
27,894
-752
-3% -$46.4K 0.04% 373
2024
Q1 		$1.81M Buy
+28,646
New +$1.59M 0.04% 370

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

Simplicity Wealth's C Position: Q2 2026 in Review

Simplicity Wealth increased its Citigroup (C) stake by 856% in Q2 2026, buying an estimated $10M and bringing the position to 86,109 shares worth $11.1M. The position accounts for 0.37% of the portfolio, ranked #64.

Simplicity Wealth first reported a position in C in Q1 2024 and has held it in 8 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Simplicity Wealth held 86,109 shares of Citigroup worth $11.1M as of Q2 2026.
  • Simplicity Wealth bought 77,104 Citigroup shares in Q2 2026, an estimated $10M.
  • Citigroup made up 0.37% of Simplicity Wealth's portfolio in Q2 2026, its #64 holding.
  • Simplicity Wealth first reported a position in Citigroup in Q1 2024 and has held it in 8 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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