VSM Wealth Advisory’s Citigroup C Stock Holding History

VSM Wealth Advisory’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	$140K	Hold	1,000	–	–	0.04%	134
2026 Q1	$113K	Hold	1,000	–	–	0.03%	145
2025 Q4	$117K	Hold	1,000	–	–	0.04%	132
2025 Q3	$102K	Hold	1,000	–	–	0.03%	130
2025 Q2	$85.1K	Hold	1,000	–	–	0.03%	152
2025 Q1	$71K	Hold	1,000	–	–	0.03%	161
2024 Q4	$70.4K	Buy	+1,000	New	+$67.4K	0.03%	165

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

VSM Wealth Advisory's C Position: Q2 2026 in Review

VSM Wealth Advisory held its Citigroup (C) position steady in Q2 2026 at 1,000 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #134.

VSM Wealth Advisory first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

VSM Wealth Advisory held 1,000 shares of Citigroup worth $140K as of Q2 2026.
VSM Wealth Advisory left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.04% of VSM Wealth Advisory's portfolio in Q2 2026, its #134 holding.
VSM Wealth Advisory first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.