TopTier Wealth Management’s Citigroup C Stock Holding History

TopTier 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	–	Sell	-25	Closed	-$2.83K	–	208
2026 Q1	$2.83K	Buy	+25	New	+$2.85K	﹤0.01%	399

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TopTier Wealth Management sold out of Citigroup (C) in Q2 2026, closing a stake of 25 shares — an estimated $2.83K sold.

TopTier Wealth Management first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $2.83K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

TopTier Wealth Management reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 25 Citigroup shares in Q2 2026, an estimated $2.83K.
TopTier Wealth Management first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Citigroup position peaked at $2.83K in Q1 2026.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.