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Triad Wealth Partners’s Citigroup C Stock Holding History

Triad Wealth Partners’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 		$736K Buy
5,508
+1,836
+50% +$239K 0.04% 247
2026
Q1 		$416K Buy
3,672
+568
+18% +$64.7K 0.03% 316
2025
Q4 		$362K Buy
+3,104
New +$322K 0.03% 343
2024
Q3 		– Sell
-504
Closed -$32K – 180
2024
Q2 		$32K Buy
+504
New +$31.1K 0.02% 284

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

Triad Wealth Partners's C Position: Q2 2026 in Review

Triad Wealth Partners increased its Citigroup (C) stake by 50% in Q2 2026, buying an estimated $239K and bringing the position to 5,508 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #247.

Triad Wealth Partners first reported a position in C in Q2 2024 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Triad Wealth Partners held 5,508 shares of Citigroup worth $736K as of Q2 2026.
  • Triad Wealth Partners bought 1,836 Citigroup shares in Q2 2026, an estimated $239K.
  • Citigroup made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • Triad Wealth Partners first reported a position in Citigroup in Q2 2024 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.