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Strategic Wealth Partners’s Citigroup C Stock Holding History

Strategic Wealth Partners’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 		$15.4M Buy
109,805
+613
+0.6% +$79.8K 0.95% 33
2026
Q1 		$12.4M Buy
109,192
+5,722
+6% +$652K 0.86% 35
2025
Q4 		$12.1M Sell
103,470
-1,465
-1% -$152K 0.83% 36
2025
Q3 		$10.7M Buy
104,935
+2,826
+3% +$268K 0.8% 37
2025
Q2 		$8.69M Buy
+102,109
New +$7.38M 0.68% 50
2024
Q4 		$7.92M Buy
96,470
+28,430
+42% +$1.92M 0.66% 53
2024
Q3 		$4.26M Buy
68,040
+2,783
+4% +$172K 0.41% 74
2024
Q2 		$4.14M Buy
+65,257
New +$4.02M 0.43% 76
2022
Q2 		– Sell
-5,369
Closed -$287K – 249
2022
Q1 		$287K Sell
5,369
-1,747
-25% -$108K 0.06% 213
2021
Q4 		$430K Sell
7,116
-30,466
-81% -$2.03M 0.08% 209
2021
Q3 		$2.64M Buy
37,582
+7,241
+24% +$506K 0.77% 31
2021
Q2 		$2.15M Buy
30,341
+1,185
+4% +$87.7K 0.7% 35
2021
Q1 		$2.12M Buy
+29,156
New +$1.95M 0.85% 26
2020
Q3 		– Sell
-4,026
Closed -$206K – 152
2020
Q2 		$206K Sell
4,026
-1,047
-21% -$49.7K 0.11% 128
2020
Q1 		$405K Hold
5,073
– – 0.21% 101
2019
Q4 		$405K Buy
5,073
+2,423
+91% +$179K 0.21% 101
2019
Q3 		$84K Sell
2,650
-11,557
-81% -$786K 0.43% 65
2019
Q2 		$994K Sell
14,207
-207
-1% -$13.9K 0.48% 60
2019
Q1 		$927K Buy
14,414
+2,339
+19% +$145K 0.43% 73
2018
Q4 		$693K Sell
12,075
-255
-2% -$16.1K 0.35% 80
2018
Q3 		$885K Buy
12,330
+1,405
+13% +$99.3K 0.47% 72
2018
Q2 		$731K Sell
10,925
-370
-3% -$25.5K 0.42% 78
2018
Q1 		$762K Buy
11,295
+10,576
+1,471% +$795K 0.39% 93
2017
Q4 		$53K Buy
+719
New +$53.2K 0.03% 218

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 Wealth Partners's C Position: Q2 2026 in Review

Strategic Wealth Partners increased its Citigroup (C) stake by 0.56% in Q2 2026, buying an estimated $79.8K and bringing the position to 109,805 shares worth $15.4M. The position accounts for 0.95% of the portfolio, ranked #33.

Strategic Wealth Partners first reported a position in C in Q4 2017 and has held it in 24 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Strategic Wealth Partners held 109,805 shares of Citigroup worth $15.4M as of Q2 2026.
  • Strategic Wealth Partners bought 613 Citigroup shares in Q2 2026, an estimated $79.8K.
  • Citigroup made up 0.95% of Strategic Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Strategic Wealth Partners first reported a position in Citigroup in Q4 2017 and has held it in 24 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.