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TrueWealth Advisors’s Citigroup C Stock Holding History

TrueWealth Advisors’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
Q3 		$971K Buy
7,497
+110
+1% +$14.8K 0.22% 88
2026
Q2 		$1.03M Buy
7,387
+162
+2% +$21.1K 0.23% 85
2026
Q1 		$819K Buy
7,225
+754
+12% +$85.9K 0.21% 92
2025
Q4 		$755K Sell
6,471
-316
-5% -$32.8K 0.2% 97
2025
Q3 		$689K Sell
6,787
-220
-3% -$20.9K 0.19% 102
2025
Q2 		$596K Buy
7,007
+520
+8% +$37.6K 0.18% 103
2025
Q1 		$460K Buy
6,487
+502
+8% +$38.3K 0.15% 117
2024
Q4 		$421K Buy
5,985
+437
+8% +$29.5K 0.14% 136
2024
Q3 		$347K Buy
5,548
+480
+9% +$29.7K 0.12% 158
2024
Q2 		$322K Buy
5,068
+238
+5% +$14.7K 0.12% 139
2024
Q1 		$305K Sell
4,830
-85
-2% -$4.73K 0.12% 145
2023
Q4 		$253K Buy
+4,915
New +$218K 0.1% 160

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TrueWealth Advisors's C Position: Q3 2026 in Review

TrueWealth Advisors increased its Citigroup (C) stake by 1.5% in Q3 2026, buying an estimated $14.8K and bringing the position to 7,497 shares worth $971K. The position accounts for 0.22% of the portfolio, ranked #88.

TrueWealth Advisors first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • TrueWealth Advisors held 7,497 shares of Citigroup worth $971K as of Q3 2026.
  • TrueWealth Advisors bought 110 Citigroup shares in Q3 2026, an estimated $14.8K.
  • Citigroup made up 0.22% of TrueWealth Advisors's portfolio in Q3 2026, its #88 holding.
  • TrueWealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • TrueWealth Advisors's Citigroup position peaked at $1.03M in Q2 2026.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.