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Summit Wealth Group (Colorado)’s Citigroup C Stock Holding History

Summit Wealth Group (Colorado)’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 		$384K Buy
2,743
+612
+29% +$79.7K 0.03% 253
2026
Q1 		$242K Buy
+2,131
New +$243K 0.03% 295
2025
Q4 		– Sell
-12,828
Closed -$758K – 322
2025
Q3 		$758K Buy
+12,828
New +$1.22M 0.08% 202

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 Wealth Group (Colorado)'s C Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Citigroup (C) stake by 29% in Q2 2026, buying an estimated $79.7K and bringing the position to 2,743 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #253.

Summit Wealth Group (Colorado) first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $758K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,743 shares of Citigroup worth $384K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 612 Citigroup shares in Q2 2026, an estimated $79.7K.
  • Citigroup made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #253 holding.
  • Summit Wealth Group (Colorado) first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Citigroup position peaked at $758K in Q3 2025.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.