Twin Peaks Wealth Advisors’s Citigroup C Stock Holding History

Twin Peaks Wealth 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 Q2	$273K	Buy	1,950 +271	+16%	+$35.3K	0.06%	179
2026 Q1	$190K	Buy	1,679 +1	+0.1%	+$114	0.05%	191
2025 Q4	$208K	Buy	+1,678	New	+$174K	0.06%	179
2025 Q3	–	Sell	-1,255	Closed	-$120K	–	456
2025 Q2	$120K	Buy	+1,255	New	+$90.7K	0.04%	211

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

Twin Peaks Wealth Advisors's C Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Citigroup (C) stake by 16% in Q2 2026, buying an estimated $35.3K and bringing the position to 1,950 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #179.

Twin Peaks Wealth Advisors first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Twin Peaks Wealth Advisors held 1,950 shares of Citigroup worth $273K as of Q2 2026.
Twin Peaks Wealth Advisors bought 271 Citigroup shares in Q2 2026, an estimated $35.3K.
Citigroup made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Twin Peaks Wealth Advisors first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.