Trueblood Wealth Management’s Citigroup C Stock Holding History

Trueblood 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	$769K	Buy	5,495 +23	+0.4%	+$2.99K	0.27%	116
2026 Q1	$621K	Buy	5,472 +252	+5%	+$28.7K	0.24%	130
2025 Q4	$609K	Buy	5,220 +29	+0.6%	+$3.01K	0.24%	130
2025 Q3	$527K	Buy	5,191 +30	+0.6%	+$2.85K	0.21%	143
2025 Q2	$439K	Buy	5,161 +34	+0.7%	+$2.46K	0.18%	156
2025 Q1	$364K	Buy	5,127 +678	+15%	+$51.7K	0.17%	165
2024 Q4	$313K	Sell	4,449 -9	-0.2%	-$607	0.15%	180
2024 Q3	$279K	Hold	4,458	–	–	0.14%	182
2024 Q2	$283K	Hold	4,458	–	–	0.16%	169
2024 Q1	$282K	Hold	4,458	–	–	0.16%	165
2023 Q4	$229K	Buy	+4,458	New	+$197K	0.14%	180

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

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

Trueblood Wealth Management increased its Citigroup (C) stake by 0.42% in Q2 2026, buying an estimated $2.99K and bringing the position to 5,495 shares worth $769K. The position accounts for 0.27% of the portfolio, ranked #116.

Trueblood Wealth Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Trueblood Wealth Management held 5,495 shares of Citigroup worth $769K as of Q2 2026.
Trueblood Wealth Management bought 23 Citigroup shares in Q2 2026, an estimated $2.99K.
Citigroup made up 0.27% of Trueblood Wealth Management's portfolio in Q2 2026, its #116 holding.
Trueblood Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.