WMA
C icon

Wealth Management Associates’s Citigroup C Stock Holding History

Wealth Management Associates’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 		$940K Buy
6,716
+1
+0% +$130 0.26% 68
2026
Q1 		$762K Buy
6,715
+875
+15% +$99.6K 0.26% 79
2025
Q4 		$681K Sell
5,840
-1,109
-16% -$115K 0.24% 78
2025
Q3 		$705K Buy
6,949
+45
+0.7% +$4.27K 0.25% 76
2025
Q2 		$588K Sell
6,904
-48
-0.7% -$3.47K 0.23% 85
2025
Q1 		$494K Sell
6,952
-465
-6% -$35.5K 0.21% 94
2024
Q4 		$522K Buy
7,417
+1
+0% +$67 0.22% 87
2024
Q3 		$464K Buy
+7,416
New +$459K 0.2% 98

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 Management Associates's C Position: Q2 2026 in Review

Wealth Management Associates increased its Citigroup (C) stake by 0.01% in Q2 2026, buying an estimated $130 and bringing the position to 6,716 shares worth $940K. The position accounts for 0.26% of the portfolio, ranked #68.

Wealth Management Associates first reported a position in C in Q3 2024 and has held it in 8 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Management Associates held 6,716 shares of Citigroup worth $940K as of Q2 2026.
  • Wealth Management Associates bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.26% of Wealth Management Associates's portfolio in Q2 2026, its #68 holding.
  • Wealth Management Associates first reported a position in Citigroup in Q3 2024 and has held it in 8 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.