Smith Salley Wealth Management’s Citigroup C Stock Holding History

Smith Salley 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	$3.41M	Buy	+24,395	New	+$3.18M	0.15%	94
2023 Q4	–	Sell	-37,345	Closed	-$1.54M	–	243
2023 Q3	$1.54M	Sell	37,345 -865	-2%	-$38K	0.11%	112
2023 Q2	$1.76M	Buy	38,210 +10,878	+40%	+$509K	0.13%	107
2023 Q1	$1.28M	Buy	27,332 +6,251	+30%	+$307K	0.1%	118
2022 Q4	$953K	Sell	21,081 -5,699	-21%	-$259K	0.08%	129
2022 Q3	$1.11M	Sell	26,780 -215	-0.8%	-$10.6K	0.1%	120
2022 Q2	$1.24M	Buy	26,995 +2,671	+11%	+$134K	0.11%	123
2022 Q1	$1.3M	Buy	24,324 +1,334	+6%	+$82.4K	0.1%	127
2021 Q4	$1.39M	Sell	22,990 -541	-2%	-$36K	0.1%	127
2021 Q3	$1.65M	Buy	23,531 +934	+4%	+$65.3K	0.13%	114
2021 Q2	$1.6M	Buy	+22,597	New	+$1.67M	0.13%	115
2017 Q4	–	Sell	-3,290	Closed	-$239K	–	181
2017 Q3	$239K	Hold	3,290	–	–	0.05%	155
2017 Q2	$220K	Buy	+3,290	New	+$202K	0.04%	161
2015 Q3	–	Sell	-4,090	Closed	-$226K	–	155
2015 Q2	$226K	Hold	4,090	–	–	0.06%	145
2015 Q1	$211K	Sell	4,090 -200	-5%	-$10.2K	0.05%	156
2014 Q4	$232K	Hold	4,290	–	–	0.06%	151
2014 Q3	$222K	Buy	+4,290	New	+$216K	0.06%	162
2013 Q3	–	Sell	-8,745	Closed	-$419K	–	88
2013 Q2	$419K	Buy	+8,745	New	+$420K	0.34%	58

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

Smith Salley Wealth Management's C Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in Citigroup (C) in Q2 2026: 24,395 shares worth $3.41M. The stake represents 0.15% of the portfolio and ranks #94 among its holdings. This is a return to the name: Smith Salley Wealth Management previously reported a position in C as recently as Q3 2023.

Smith Salley Wealth Management first reported a position in C in Q2 2013 and has held it in 18 quarters since. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

Smith Salley Wealth Management held 24,395 shares of Citigroup worth $3.41M as of Q2 2026.
Citigroup was a new Smith Salley Wealth Management position in Q2 2026.
Citigroup made up 0.15% of Smith Salley Wealth Management's portfolio in Q2 2026, its #94 holding.
Smith Salley Wealth Management first reported a position in Citigroup in Q2 2013 and has held it in 18 quarters since.
2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.