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Wealth Architects’s Citigroup C Stock Holding History

Wealth Architects’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 		$312K Sell
2,228
-5
-0.2% -$651 0.02% 191
2026
Q1 		$253K Buy
2,233
+1
+0% +$114 0.02% 199
2025
Q4 		$260K Sell
2,232
-25
-1% -$2.6K 0.02% 197
2025
Q3 		$229K Buy
+2,257
New +$214K 0.02% 207

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

Wealth Architects's C Position: Q2 2026 in Review

Wealth Architects reduced its Citigroup (C) stake by 0.22% in Q2 2026, selling an estimated $651 and leaving 2,228 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #191.

Wealth Architects first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Architects held 2,228 shares of Citigroup worth $312K as of Q2 2026.
  • Wealth Architects sold 5 Citigroup shares in Q2 2026, an estimated $651.
  • Citigroup made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #191 holding.
  • Wealth Architects first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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