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Wealth Effects’s Citigroup C Stock Holding History

Wealth Effects’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 		$1.63M Sell
11,665
-115
-1% -$15K 0.44% 46
2026
Q1 		$1.34M Sell
11,780
-200
-2% -$22.8K 0.47% 48
2025
Q4 		$1.4M Sell
11,980
-4,482
-27% -$465K 0.44% 40
2025
Q3 		$1.67M Buy
16,462
+3
+0% +$285 0.54% 33
2025
Q2 		$1.4M Buy
16,459
+2,859
+21% +$207K 0.52% 38
2025
Q1 		$965K Buy
13,600
+4,650
+52% +$355K 0.41% 55
2024
Q4 		$630K Buy
8,950
+100
+1% +$6.74K 0.22% 86
2024
Q3 		$554K Sell
8,850
-650
-7% -$40.2K 0.19% 99
2024
Q2 		$603K Buy
9,500
+1,300
+16% +$80.2K 0.22% 86
2024
Q1 		$519K Buy
8,200
+2,600
+46% +$145K 0.19% 105
2023
Q4 		$288K Hold
5,600
– – 0.11% 158
2023
Q3 		$230K Buy
5,600
+985
+21% +$43.2K 0.11% 149
2023
Q2 		$212K Buy
+4,615
New +$216K 0.09% 165
2022
Q2 		– Sell
-8,375
Closed -$447K – 192
2022
Q1 		$447K Sell
8,375
-2,873
-26% -$177K 0.21% 98
2021
Q4 		$679K Buy
+11,248
New +$748K 0.28% 75

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 Effects's C Position: Q2 2026 in Review

Wealth Effects reduced its Citigroup (C) stake by 0.98% in Q2 2026, selling an estimated $15K and leaving 11,665 shares worth $1.63M. The position accounts for 0.44% of the portfolio, ranked #46.

Wealth Effects first reported a position in C in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.67M in Q3 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Effects held 11,665 shares of Citigroup worth $1.63M as of Q2 2026.
  • Wealth Effects sold 115 Citigroup shares in Q2 2026, an estimated $15K.
  • Citigroup made up 0.44% of Wealth Effects's portfolio in Q2 2026, its #46 holding.
  • Wealth Effects first reported a position in Citigroup in Q4 2021 and has held it in 15 quarters since.
  • Wealth Effects's Citigroup position peaked at $1.67M in Q3 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.