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True Wealth Design’s Citigroup C Stock Holding History

True Wealth Design’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 		$426K Buy
3,046
+131
+4% +$17.1K 0.1% 47
2026
Q1 		$331K Buy
2,915
+160
+6% +$18.2K 0.09% 54
2025
Q4 		$321K Buy
2,755
+346
+14% +$35.9K 0.09% 42
2025
Q3 		$245K Buy
2,409
+220
+10% +$20.9K 0.07% 54
2025
Q2 		$186K Buy
2,189
+632
+41% +$45.7K 0.07% 54
2025
Q1 		$111K Buy
1,557
+362
+30% +$27.6K 0.04% 78
2024
Q4 		$84.1K Buy
1,195
+119
+11% +$8.02K 0.03% 85
2024
Q3 		$67.4K Buy
+1,076
New +$66.5K 0.03% 90
2024
Q1 		– Sell
-39
Closed -$2.01K – 793
2023
Q4 		$2.01K Buy
+39
New +$1.73K ﹤0.01% 307
2023
Q2 		– Sell
-7
Closed -$329 – 799
2023
Q1 		$329 Buy
+7
New +$344 ﹤0.01% 629

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

True Wealth Design's C Position: Q2 2026 in Review

True Wealth Design increased its Citigroup (C) stake by 4.5% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,046 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #47.

True Wealth Design first reported a position in C in Q1 2023 and has held it in 10 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • True Wealth Design held 3,046 shares of Citigroup worth $426K as of Q2 2026.
  • True Wealth Design bought 131 Citigroup shares in Q2 2026, an estimated $17.1K.
  • Citigroup made up 0.1% of True Wealth Design's portfolio in Q2 2026, its #47 holding.
  • True Wealth Design first reported a position in Citigroup in Q1 2023 and has held it in 10 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.