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Summit Financial Wealth Advisors’s Citigroup C Stock Holding History

Summit Financial Wealth Advisors’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 		$899K Buy
6,421
+733
+13% +$95.4K 0.11% 88
2026
Q1 		$645K Buy
5,688
+227
+4% +$25.9K 0.09% 97
2025
Q4 		$637K Buy
5,461
+2
+0% +$208 0.09% 96
2025
Q3 		$539K Buy
5,459
+604
+12% +$57.3K 0.08% 98
2025
Q2 		$413K Buy
4,855
+1,673
+53% +$121K 0.07% 108
2025
Q1 		$226K Hold
3,182
– – 0.04% 134
2024
Q4 		$253K Buy
+3,182
New +$214K 0.05% 132
2021
Q4 		– Sell
-3,900
Closed -$274K – 141
2021
Q3 		$274K Buy
+3,900
New +$273K 0.06% 106
2018
Q4 		– Sell
-3,298
Closed -$228K – 129
2018
Q3 		$228K Sell
3,298
-2,256
-41% -$159K 0.07% 129
2018
Q2 		$375K Sell
5,554
-425
-7% -$29.3K 0.13% 96
2018
Q1 		$404K Sell
5,979
-342
-5% -$25.7K 0.13% 93
2017
Q4 		$470K Buy
6,321
+369
+6% +$27.3K 0.16% 87
2017
Q3 		$433K Sell
5,952
-568
-9% -$38.8K 0.16% 90
2017
Q2 		$436K Sell
6,520
-100
-2% -$6.13K 0.17% 96
2017
Q1 		$396K Sell
6,620
-33
-0.5% -$1.95K 0.17% 102
2016
Q4 		$395K Buy
6,653
+333
+5% +$18K 0.17% 103
2016
Q3 		$298K Sell
6,320
-193
-3% -$8.78K 0.13% 112
2016
Q2 		$276K Sell
6,513
-383
-6% -$16.9K 0.12% 116
2016
Q1 		$288K Buy
6,896
+95
+1% +$3.97K 0.13% 109
2015
Q4 		$352K Buy
6,801
+6,376
+1,500% +$338K 0.16% 100
2015
Q3 		$21K Sell
425
-52
-11% -$2.84K 0.01% 159
2015
Q2 		$26K Hold
477
– – 0.02% 183
2015
Q1 		$26K Hold
477
– – 0.02% 154
2014
Q4 		$26K Buy
+477
New +$25.3K 0.02% 146

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

Summit Financial Wealth Advisors's C Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $95.4K and bringing the position to 6,421 shares worth $899K. The position accounts for 0.11% of the portfolio, ranked #88.

Summit Financial Wealth Advisors first reported a position in C in Q4 2014 and has held it in 24 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Summit Financial Wealth Advisors held 6,421 shares of Citigroup worth $899K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 733 Citigroup shares in Q2 2026, an estimated $95.4K.
  • Citigroup made up 0.11% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Summit Financial Wealth Advisors first reported a position in Citigroup in Q4 2014 and has held it in 24 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.