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Spire Wealth Management’s Citigroup C Stock Holding History

Spire 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 		$2.24M Sell
16,007
-2,645
-14% -$344K 0.07% 256
2026
Q1 		$2.12M Buy
18,652
+416
+2% +$47.4K 0.07% 249
2025
Q4 		$2.13M Sell
18,236
-545
-3% -$56.6K 0.07% 240
2025
Q3 		$1.91M Buy
18,781
+930
+5% +$88.2K 0.06% 244
2025
Q2 		$1.52M Buy
17,851
+9,824
+122% +$710K 0.05% 285
2025
Q1 		$570K Sell
8,027
-2,953
-27% -$225K 0.02% 533
2024
Q4 		$773K Buy
10,980
+7
+0.1% +$472 0.02% 452
2024
Q3 		$687K Buy
10,973
+203
+2% +$12.6K 0.02% 455
2024
Q2 		$683K Sell
10,770
-402
-4% -$24.8K 0.02% 424
2024
Q1 		$707K Sell
11,172
-2,734
-20% -$152K 0.01% 440
2023
Q4 		$716K Sell
13,906
-6,695
-32% -$296K 0.02% 436
2023
Q3 		$847K Buy
20,601
+4,021
+24% +$176K 0.03% 369
2023
Q2 		$763K Sell
16,580
-8,696
-34% -$407K 0.03% 398
2023
Q1 		$1.19M Buy
25,276
+9,723
+63% +$477K 0.05% 315
2022
Q4 		$703K Buy
15,553
+4,608
+42% +$209K 0.04% 290
2022
Q3 		$456K Sell
10,945
-2,309
-17% -$114K 0.03% 344
2022
Q2 		$610K Sell
13,254
-3,534
-21% -$177K 0.03% 424
2022
Q1 		$896K Sell
16,788
-3,329
-17% -$206K 0.02% 413
2021
Q4 		$1.21M Buy
20,117
+6,329
+46% +$421K 0.03% 418
2021
Q3 		$968K Buy
13,788
+1,500
+12% +$105K 0.03% 421
2021
Q2 		$869K Sell
12,288
-5,916
-32% -$438K 0.02% 462
2021
Q1 		$1.33M Buy
+18,204
New +$1.22M 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

Spire Wealth Management's C Position: Q2 2026 in Review

Spire Wealth Management reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $344K and leaving 16,007 shares worth $2.24M. The position accounts for 0.07% of the portfolio, ranked #256.

Spire Wealth Management first reported a position in C in Q1 2021 and has held it in 22 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Spire Wealth Management held 16,007 shares of Citigroup worth $2.24M as of Q2 2026.
  • Spire Wealth Management sold 2,645 Citigroup shares in Q2 2026, an estimated $344K.
  • Citigroup made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Spire Wealth Management first reported a position in Citigroup in Q1 2021 and has held it in 22 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.