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Spartan Wealth Advisory Services LLC’s Citigroup C Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$9.62M Buy
68,725
+5,282
+8% +$688K 0.79% 34
2026
Q1 		$7.2M Buy
+63,443
New +$7.22M 0.63% 41

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's C Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Citigroup (C) stake by 8.3% in Q2 2026, buying an estimated $688K and bringing the position to 68,725 shares worth $9.62M. The position accounts for 0.79% of the portfolio, ranked #34.

Spartan Wealth Advisory Services LLC first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 68,725 shares of Citigroup worth $9.62M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 5,282 Citigroup shares in Q2 2026, an estimated $688K.
  • Citigroup made up 0.79% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #34 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.