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Visionary Wealth Advisors’s Citigroup C Stock Holding History

Visionary 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 		$1.32M Buy
9,442
+477
+5% +$62.1K 0.05% 258
2026
Q1 		$1.02M Buy
8,965
+275
+3% +$31.3K 0.05% 284
2025
Q4 		$1.01M Buy
8,690
+5
+0.1% +$519 0.05% 273
2025
Q3 		$882K Buy
8,685
+3,838
+79% +$364K 0.04% 294
2025
Q2 		$413K Buy
4,847
+1,451
+43% +$105K 0.02% 395
2025
Q1 		$241K Buy
3,396
+388
+13% +$29.6K 0.01% 488
2024
Q4 		$212K Sell
3,008
-360
-11% -$24.3K 0.01% 504
2024
Q3 		$211K Buy
+3,368
New +$208K 0.01% 504
2024
Q2 		– Sell
-3,310
Closed -$209K – 505
2024
Q1 		$209K Buy
+3,310
New +$184K 0.01% 470
2022
Q2 		– Sell
-5,178
Closed -$277K – 440
2022
Q1 		$277K Buy
5,178
+490
+10% +$30.3K 0.02% 346
2021
Q4 		$283K Buy
+4,688
New +$312K 0.02% 302
2021
Q2 		– Sell
-3,177
Closed -$231K – 340
2021
Q1 		$231K Sell
3,177
-423
-12% -$28.2K 0.02% 290
2020
Q4 		$222K Buy
+3,600
New +$183K 0.02% 278

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

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

Visionary Wealth Advisors increased its Citigroup (C) stake by 5.3% in Q2 2026, buying an estimated $62.1K and bringing the position to 9,442 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #258.

Visionary Wealth Advisors first reported a position in C in Q4 2020 and has held it in 13 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Visionary Wealth Advisors held 9,442 shares of Citigroup worth $1.32M as of Q2 2026.
  • Visionary Wealth Advisors bought 477 Citigroup shares in Q2 2026, an estimated $62.1K.
  • Citigroup made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • Visionary Wealth Advisors first reported a position in Citigroup in Q4 2020 and has held it in 13 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.