VWA
C icon

Valued Wealth Advisors’s Citigroup C Stock Holding History

Valued 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 		$32.4K Buy
231
+24
+12% +$3.12K 0.01% 149
2026
Q1 		$23.4K Sell
207
-11
-5% -$1.25K 0.01% 162
2025
Q4 		$25.5K Sell
218
-12
-5% -$1.25K 0.01% 139
2025
Q3 		$23.4K Buy
230
+7
+3% +$664 0.01% 136
2025
Q2 		$19K Sell
223
-75
-25% -$5.42K 0.01% 146
2025
Q1 		$21.1K Buy
298
+30
+11% +$2.29K 0.01% 152
2024
Q4 		$18.9K Sell
268
-32
-11% -$2.16K 0.01% 165
2024
Q3 		$18.8K Buy
300
+32
+12% +$1.98K 0.01% 153
2024
Q2 		$17K Buy
268
+25
+10% +$1.54K 0.01% 143
2024
Q1 		$15.4K Buy
243
+72
+42% +$4.01K 0.01% 146
2023
Q4 		$7.04K Buy
+171
New +$7.57K 0.01% 158

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

Valued Wealth Advisors's C Position: Q2 2026 in Review

Valued Wealth Advisors increased its Citigroup (C) stake by 12% in Q2 2026, buying an estimated $3.12K and bringing the position to 231 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #149.

Valued Wealth Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Valued Wealth Advisors held 231 shares of Citigroup worth $32.4K as of Q2 2026.
  • Valued Wealth Advisors bought 24 Citigroup shares in Q2 2026, an estimated $3.12K.
  • Citigroup made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Valued Wealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.