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Vermillion Wealth Management’s Citigroup C Stock Holding History

Vermillion Wealth Management’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 		$112K Sell
800
-1,100
-58% -$143K 0.03% 352
2026
Q1 		$215K Buy
1,900
+100
+6% +$11.4K 0.08% 96
2025
Q4 		$210K Buy
1,800
+1,000
+125% +$104K 0.09% 95
2025
Q3 		$81.2K Hold
800
– – 0.02% 461
2025
Q2 		$68.1K Sell
800
-1,000
-56% -$72.3K 0.03% 153
2025
Q1 		$128K Hold
1,800
– – 0.04% 278
2024
Q4 		$127K Buy
+1,800
New +$121K 0.06% 111

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

Vermillion Wealth Management's C Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Citigroup (C) stake by 58% in Q2 2026, selling an estimated $143K and leaving 800 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #352.

Vermillion Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Vermillion Wealth Management held 800 shares of Citigroup worth $112K as of Q2 2026.
  • Vermillion Wealth Management sold 1,100 Citigroup shares in Q2 2026, an estimated $143K.
  • Citigroup made up 0.03% of Vermillion Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Vermillion Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Citigroup position peaked at $215K in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.