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SteelPeak Wealth’s Citigroup C Stock Holding History

SteelPeak Wealth’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 		$9.74M Sell
69,604
-10,571
-13% -$1.38M 0.25% 83
2026
Q1 		$9.09M Buy
80,175
+55,111
+220% +$6.28M 0.28% 86
2025
Q4 		$2.92M Sell
25,064
-22,573
-47% -$2.34M 0.1% 155
2025
Q3 		$4.84M Buy
+47,637
New +$4.52M 0.16% 100
2025
Q2 		– Sell
-58,226
Closed -$4.13M – 586
2025
Q1 		$4.13M Buy
+58,226
New +$4.44M 0.17% 113
2024
Q4 		– Sell
-4,825
Closed -$302K – 576
2024
Q3 		$302K Sell
4,825
-117,592
-96% -$7.27M 0.01% 391
2024
Q2 		$7.77M Buy
122,417
+112,222
+1,101% +$6.92M 0.36% 61
2024
Q1 		$645K Sell
10,195
-67,465
-87% -$3.75M 0.03% 268
2023
Q4 		$3.99M Sell
77,660
-107,375
-58% -$4.75M 0.23% 91
2023
Q3 		$7.61M Buy
185,035
+174,495
+1,656% +$7.66M 0.48% 51
2023
Q2 		$485K Buy
+10,540
New +$494K 0.03% 246
2022
Q4 		– Sell
-11,797
Closed -$492K – 425
2022
Q3 		$492K Buy
11,797
+70
+0.6% +$3.46K 0.04% 250
2022
Q2 		$539K Buy
11,727
+4,289
+58% +$215K 0.04% 241
2022
Q1 		$397K Buy
+7,438
New +$459K 0.02% 315
2021
Q2 		– Sell
-23,145
Closed -$1.68M – 427
2021
Q1 		$1.68M Buy
23,145
+2,430
+12% +$162K 0.13% 118
2020
Q4 		$1.28M Sell
20,715
-4,396
-18% -$223K 0.12% 135
2020
Q3 		$1.08M Buy
25,111
+3,848
+18% +$192K 0.12% 133
2020
Q2 		$1.09M Buy
21,263
+5,922
+39% +$281K 0.14% 108
2020
Q1 		$646K Sell
15,341
-782
-5% -$52.5K 0.1% 134
2019
Q4 		$1.29M Buy
+16,123
New +$1.19M 0.18% 103

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

SteelPeak Wealth's C Position: Q2 2026 in Review

SteelPeak Wealth reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $1.38M and leaving 69,604 shares worth $9.74M. The position accounts for 0.25% of the portfolio, ranked #83.

SteelPeak Wealth first reported a position in C in Q4 2019 and has held it in 20 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SteelPeak Wealth held 69,604 shares of Citigroup worth $9.74M as of Q2 2026.
  • SteelPeak Wealth sold 10,571 Citigroup shares in Q2 2026, an estimated $1.38M.
  • Citigroup made up 0.25% of SteelPeak Wealth's portfolio in Q2 2026, its #83 holding.
  • SteelPeak Wealth first reported a position in Citigroup in Q4 2019 and has held it in 20 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.