Summit Wealth Group (Colorado)
C icon

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
Q3 		$457K Buy
3,533
+790
+29% +$106K 0.03% 279
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Summit Wealth Group (Colorado)'s C Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Citigroup (C) stake by 29% in Q3 2026, buying an estimated $106K and bringing the position to 3,533 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #279.

Summit Wealth Group (Colorado) first reported a position in C in Q3 2025 and has held it in 4 quarters since. The position peaked at $758K in Q3 2025. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Summit Wealth Group (Colorado) held 3,533 shares of Citigroup worth $457K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 790 Citigroup shares in Q3 2026, an estimated $106K.
  • Citigroup made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #279 holding.
  • Summit Wealth Group (Colorado) first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Citigroup position peaked at $758K in Q3 2025.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.