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Thrive Wealth Management’s Citigroup C Stock Holding History

Thrive 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 		$1.05M Sell
7,474
-509
-6% -$66.3K 0.13% 80
2026
Q1 		$905K Sell
7,983
-1,313
-14% -$150K 0.14% 80
2025
Q4 		$1.08M Buy
9,296
+24
+0.3% +$2.49K 0.16% 70
2025
Q3 		$941K Sell
9,272
-934
-9% -$88.6K 0.14% 82
2025
Q2 		$869K Buy
10,206
+1,046
+11% +$75.6K 0.14% 86
2025
Q1 		$650K Sell
9,160
-237
-3% -$18.1K 0.12% 93
2024
Q4 		$661K Sell
9,397
-325
-3% -$21.9K 0.12% 95
2024
Q3 		$609K Sell
9,722
-22
-0.2% -$1.36K 0.11% 95
2024
Q2 		$618K Buy
9,744
+360
+4% +$22.2K 0.12% 94
2024
Q1 		$593K Sell
9,384
-1,053
-10% -$58.6K 0.12% 95
2023
Q4 		$537K Buy
10,437
+2,214
+27% +$98K 0.12% 101
2023
Q3 		$338K Sell
8,223
-2,407
-23% -$106K 0.09% 116
2023
Q2 		$489K Sell
10,630
-476
-4% -$22.3K 0.13% 99
2023
Q1 		$521K Buy
11,106
+3,506
+46% +$172K 0.13% 97
2022
Q4 		$344K Buy
7,600
+1,866
+33% +$84.8K 0.1% 121
2022
Q3 		$239K Buy
+5,734
New +$283K 0.08% 128

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

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

Thrive Wealth Management reduced its Citigroup (C) stake by 6.4% in Q2 2026, selling an estimated $66.3K and leaving 7,474 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #80.

Thrive Wealth Management first reported a position in C in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Thrive Wealth Management held 7,474 shares of Citigroup worth $1.05M as of Q2 2026.
  • Thrive Wealth Management sold 509 Citigroup shares in Q2 2026, an estimated $66.3K.
  • Citigroup made up 0.13% of Thrive Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Thrive Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 16 quarters since.
  • Thrive Wealth Management's Citigroup position peaked at $1.08M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.