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TritonPoint Wealth’s Citigroup C Stock Holding History

TritonPoint Wealth’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 		$566K Sell
4,042
-260
-6% -$33.8K 0.06% 165
2026
Q1 		$488K Buy
4,302
+217
+5% +$24.7K 0.05% 179
2025
Q4 		$477K Sell
4,085
-904
-18% -$93.9K 0.05% 179
2025
Q3 		$506K Buy
4,989
+104
+2% +$9.87K 0.04% 220
2025
Q2 		$416K Buy
4,885
+492
+11% +$35.6K 0.04% 235
2025
Q1 		$312K Buy
4,393
+1,483
+51% +$113K 0.03% 268
2024
Q4 		$205K Buy
+2,910
New +$196K 0.02% 326

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

TritonPoint Wealth's C Position: Q2 2026 in Review

TritonPoint Wealth reduced its Citigroup (C) stake by 6% in Q2 2026, selling an estimated $33.8K and leaving 4,042 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #165.

TritonPoint Wealth first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • TritonPoint Wealth held 4,042 shares of Citigroup worth $566K as of Q2 2026.
  • TritonPoint Wealth sold 260 Citigroup shares in Q2 2026, an estimated $33.8K.
  • Citigroup made up 0.06% of TritonPoint Wealth's portfolio in Q2 2026, its #165 holding.
  • TritonPoint Wealth first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.