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Ullmann Wealth Partners Group’s Citigroup C Stock Holding History

Ullmann Wealth Partners Group’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 		$276K Buy
1,969
+102
+5% +$13.3K 0.03% 143
2026
Q1 		$212K Buy
+1,867
New +$213K 0.02% 150
2019
Q4 		– Sell
-3,109
Closed -$215K – 63
2019
Q3 		$215K Buy
3,109
+249
+9% +$16.9K 0.13% 63
2019
Q2 		$200K Buy
+2,860
New +$191K 0.12% 66
2017
Q3 		– Sell
-193
Closed -$12K – 60
2017
Q2 		$12K Sell
193
-20
-9% -$1.23K 0.01% 136
2017
Q1 		$12K Buy
+213
New +$12.6K 0.01% 127

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

Ullmann Wealth Partners Group's C Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Citigroup (C) stake by 5.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,969 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #143.

Ullmann Wealth Partners Group first reported a position in C in Q1 2017 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Ullmann Wealth Partners Group held 1,969 shares of Citigroup worth $276K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 102 Citigroup shares in Q2 2026, an estimated $13.3K.
  • Citigroup made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #143 holding.
  • Ullmann Wealth Partners Group first reported a position in Citigroup in Q1 2017 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.