TWM
C icon

Tripletail Wealth Management’s Citigroup C Stock Holding History

Tripletail 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 		$322K Hold
2,300
– – 0.37% 56
2026
Q1 		$265K Buy
2,300
+50
+2% +$5.69K 0.36% 57
2025
Q4 		$263K Buy
2,250
+50
+2% +$5.19K 0.33% 57
2025
Q3 		$217K Hold
2,200
– – 0.26% 69
2025
Q2 		$203K Buy
+2,200
New +$159K 0.29% 73

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 $3.38T AUM 44.17% 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

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

Tripletail Wealth Management held its Citigroup (C) position steady in Q2 2026 at 2,300 shares worth $322K. The position accounts for 0.37% of the portfolio, ranked #56.

Tripletail Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Tripletail Wealth Management held 2,300 shares of Citigroup worth $322K as of Q2 2026.
  • Tripletail Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.37% of Tripletail Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Tripletail Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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