SWM
C icon

Stronghold Wealth Management’s Citigroup C Stock Holding History

Stronghold 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 		$353K Sell
2,525
-346
-12% -$45K 0.47% 63
2026
Q1 		$326K Buy
2,871
+1
+0% +$114 0.49% 69
2025
Q4 		$335K Buy
+2,870
New +$298K 0.49% 62

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

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

Stronghold Wealth Management reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $45K and leaving 2,525 shares worth $353K. The position accounts for 0.47% of the portfolio, ranked #63.

Stronghold Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Stronghold Wealth Management held 2,525 shares of Citigroup worth $353K as of Q2 2026.
  • Stronghold Wealth Management sold 346 Citigroup shares in Q2 2026, an estimated $45K.
  • Citigroup made up 0.47% of Stronghold Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Stronghold Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.