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Valley Wealth Managers’s Citigroup C Stock Holding History

Valley Wealth Managers’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 		$165K Hold
1,178
– – 0.01% 182
2026
Q1 		$134K Buy
+1,178
New +$134K 0.01% 179
2025
Q2 		– Sell
-137
Closed -$9.73K – 315
2025
Q1 		$9.73K Sell
137
-40
-23% -$3.05K ﹤0.01% 274
2024
Q4 		$12.5K Hold
177
– – ﹤0.01% 278
2024
Q3 		$11.1K Buy
177
+137
+343% +$8.47K ﹤0.01% 287
2024
Q2 		$2.54K Buy
+40
New +$2.47K ﹤0.01% 331
2023
Q4 		– Sell
-1
Closed -$35 – 351
2023
Q3 		$35 Hold
1
– – ﹤0.01% 361
2023
Q2 		$38 Hold
1
– – ﹤0.01% 333
2023
Q1 		$38 Buy
+1
New +$49 ﹤0.01% 352
2022
Q3 		– Sell
-68
Closed -$3K – 441
2022
Q2 		$3K Buy
+68
New +$3.4K ﹤0.01% 366

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

Valley Wealth Managers's C Position: Q2 2026 in Review

Valley Wealth Managers held its Citigroup (C) position steady in Q2 2026 at 1,178 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #182.

Valley Wealth Managers first reported a position in C in Q2 2022 and has held it in 10 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Valley Wealth Managers held 1,178 shares of Citigroup worth $165K as of Q2 2026.
  • Valley Wealth Managers left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #182 holding.
  • Valley Wealth Managers first reported a position in Citigroup in Q2 2022 and has held it in 10 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.