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Strategic Family Wealth Counselors’s Citigroup C Stock Holding History

Strategic Family Wealth Counselors’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 		$271K Sell
1,936
-622
-24% -$81K 0.06% 151
2026
Q1 		$290K Sell
2,558
-2,024
-44% -$230K 0.08% 134
2025
Q4 		$517K Buy
4,582
+2,099
+85% +$218K 0.12% 117
2025
Q3 		$252K Sell
2,483
-637
-20% -$60.4K 0.06% 134
2025
Q2 		$266K Buy
3,120
+135
+5% +$9.76K 0.08% 125
2025
Q1 		$212K Buy
2,985
+25
+0.8% +$1.91K 0.07% 131
2024
Q4 		$208K Buy
+2,960
New +$199K 0.07% 128

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

Strategic Family Wealth Counselors's C Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its Citigroup (C) stake by 24% in Q2 2026, selling an estimated $81K and leaving 1,936 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #151.

Strategic Family Wealth Counselors first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Strategic Family Wealth Counselors held 1,936 shares of Citigroup worth $271K as of Q2 2026.
  • Strategic Family Wealth Counselors sold 622 Citigroup shares in Q2 2026, an estimated $81K.
  • Citigroup made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #151 holding.
  • Strategic Family Wealth Counselors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Strategic Family Wealth Counselors's Citigroup position peaked at $517K in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.