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Wealth Management Partners’s Citigroup C Stock Holding History

Wealth Management Partners’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 		$572K Sell
4,089
-350
-8% -$45.6K 0.13% 106
2026
Q1 		$503K Buy
4,439
+151
+4% +$17.2K 0.14% 103
2025
Q4 		$500K Buy
4,288
+152
+4% +$15.8K 0.14% 98
2025
Q3 		$420K Hold
4,136
– – 0.13% 103
2025
Q2 		$362K Buy
4,136
+650
+19% +$47K 0.13% 102
2025
Q1 		$248K Sell
3,486
-983
-22% -$75K 0.11% 105
2024
Q4 		$315K Sell
4,469
-2,465
-36% -$166K 0.14% 97
2024
Q3 		$434K Buy
+6,934
New +$429K 0.2% 77
2024
Q1 		– Sell
-5,934
Closed -$305K – 119
2023
Q4 		$305K Sell
5,934
-625
-10% -$27.7K 0.17% 90
2023
Q3 		$270K Buy
6,559
+160
+3% +$7.02K 0.17% 95
2023
Q2 		$295K Sell
6,399
-115
-2% -$5.39K 0.19% 90
2023
Q1 		$305K Buy
+6,514
New +$320K 0.21% 84

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 Partners's C Position: Q2 2026 in Review

Wealth Management Partners reduced its Citigroup (C) stake by 7.9% in Q2 2026, selling an estimated $45.6K and leaving 4,089 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #106.

Wealth Management Partners first reported a position in C in Q1 2023 and has held it in 12 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Management Partners held 4,089 shares of Citigroup worth $572K as of Q2 2026.
  • Wealth Management Partners sold 350 Citigroup shares in Q2 2026, an estimated $45.6K.
  • Citigroup made up 0.13% of Wealth Management Partners's portfolio in Q2 2026, its #106 holding.
  • Wealth Management Partners first reported a position in Citigroup in Q1 2023 and has held it in 12 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.