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Sound View Wealth Advisors Group’s Citigroup C Stock Holding History

Sound View Wealth Advisors Group’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 		$991K Sell
7,078
-839
-11% -$109K 0.06% 196
2026
Q1 		$898K Sell
7,917
-81
-1% -$9.22K 0.06% 204
2025
Q4 		$933K Sell
7,998
-397
-5% -$41.2K 0.06% 199
2025
Q3 		$852K Sell
8,395
-32
-0.4% -$3.04K 0.06% 211
2025
Q2 		$717K Buy
8,427
+856
+11% +$61.9K 0.05% 226
2025
Q1 		$537K Sell
7,571
-91
-1% -$6.94K 0.04% 247
2024
Q4 		$539K Buy
7,662
+705
+10% +$47.5K 0.04% 252
2024
Q3 		$435K Buy
6,957
+1,583
+29% +$97.9K 0.04% 276
2024
Q2 		$341K Buy
5,374
+60
+1% +$3.7K 0.04% 282
2024
Q1 		$336K Sell
5,314
-653
-11% -$36.3K 0.04% 288
2023
Q4 		$307K Buy
+5,967
New +$264K 0.03% 301
2023
Q2 		– Sell
-4,321
Closed -$203K – 366
2023
Q1 		$203K Sell
4,321
-1,646
-28% -$80.8K 0.03% 354
2022
Q4 		$307K Buy
+5,967
New +$271K 0.03% 301
2022
Q1 		– Sell
-3,489
Closed -$211K – 290
2021
Q4 		$211K Buy
3,489
+149
+4% +$9.91K 0.04% 279
2021
Q3 		$234K Sell
3,340
-98
-3% -$6.85K 0.05% 264
2021
Q2 		$243K Buy
3,438
+2
+0.1% +$148 0.05% 255
2021
Q1 		$250K Buy
3,436
+2
+0.1% +$134 0.06% 239
2020
Q4 		$212K Buy
+3,434
New +$175K 0.05% 239
2020
Q3 		– Sell
-4,422
Closed -$226K – 248
2020
Q2 		$226K Buy
+4,422
New +$210K 0.06% 218
2020
Q1 		– Sell
-3,741
Closed -$299K – 219
2019
Q4 		$299K Sell
3,741
-217
-5% -$16K 0.08% 191
2019
Q3 		$273K Sell
3,958
-1,000
-20% -$68K 0.08% 202
2019
Q2 		$347K Buy
+4,958
New +$332K 0.1% 171

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

Sound View Wealth Advisors Group's C Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Citigroup (C) stake by 11% in Q2 2026, selling an estimated $109K and leaving 7,078 shares worth $991K. The position accounts for 0.06% of the portfolio, ranked #196.

Sound View Wealth Advisors Group first reported a position in C in Q2 2019 and has held it in 22 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sound View Wealth Advisors Group held 7,078 shares of Citigroup worth $991K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 839 Citigroup shares in Q2 2026, an estimated $109K.
  • Citigroup made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #196 holding.
  • Sound View Wealth Advisors Group first reported a position in Citigroup in Q2 2019 and has held it in 22 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.