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Spahn Wealth & Retirement’s Citigroup C Stock Holding History

Spahn Wealth & Retirement’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 		$6.77M Buy
48,355
+920
+2% +$120K 4.35% 9
2026
Q1 		$5.38M Sell
47,435
-47,753
-50% -$5.44M 6.85% 6
2025
Q4 		$11.1M Sell
95,188
-778
-0.8% -$80.8K 6.89% 3
2025
Q3 		$9.74M Sell
95,966
-4,739
-5% -$450K 5.77% 3
2025
Q2 		$8.57M Sell
100,705
-1,759
-2% -$127K 5.51% 3
2025
Q1 		$7.27M Buy
102,464
+46,073
+82% +$3.51M 5.34% 4
2024
Q4 		$3.97M Buy
+56,391
New +$3.8M 2.6% 16

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

Spahn Wealth & Retirement's C Position: Q2 2026 in Review

Spahn Wealth & Retirement increased its Citigroup (C) stake by 1.9% in Q2 2026, buying an estimated $120K and bringing the position to 48,355 shares worth $6.77M. The position accounts for 4.35% of the portfolio, ranked #9.

Spahn Wealth & Retirement first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q4 2025. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Spahn Wealth & Retirement held 48,355 shares of Citigroup worth $6.77M as of Q2 2026.
  • Spahn Wealth & Retirement bought 920 Citigroup shares in Q2 2026, an estimated $120K.
  • Citigroup made up 4.35% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #9 holding.
  • Spahn Wealth & Retirement first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's Citigroup position peaked at $11.1M in Q4 2025.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.