Vantus Wealth’s Citigroup C Stock Holding History

Vantus Wealth’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	$465K	Buy	+3,319	New	+$432K	0.25%	121
2025 Q4	$348K	Buy	+2,980	New	+$309K	0.26%	124

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

Vantus Wealth's C Position: Q2 2026 in Review

Vantus Wealth opened a new position in Citigroup (C) in Q2 2026: 3,319 shares worth $465K. The stake represents 0.25% of the portfolio and ranks #121 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in C as recently as Q4 2025.

Vantus Wealth first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,629 funds tracked by Wall St. Rank hold C as of Q2 2026.

Vantus Wealth held 3,319 shares of Citigroup worth $465K as of Q2 2026.
Citigroup was a new Vantus Wealth position in Q2 2026.
Citigroup made up 0.25% of Vantus Wealth's portfolio in Q2 2026, its #121 holding.
Vantus Wealth first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
2,629 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.