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WealthShield Partners’s Citigroup C Stock Holding History

WealthShield 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 		$6.87M Sell
49,078
-2,895
-6% -$377K 1.05% 25
2026
Q1 		$5.89M Buy
51,973
+811
+2% +$92.4K 0.66% 42
2025
Q4 		$5.97M Buy
51,162
+126
+0.2% +$13.1K 0.66% 43
2025
Q3 		$5.18M Sell
51,036
-452
-0.9% -$42.9K 0.59% 48
2025
Q2 		$4.38M Buy
51,488
+4,388
+9% +$317K 0.53% 51
2025
Q1 		$3.34M Buy
47,100
+5,819
+14% +$444K 0.43% 63
2024
Q4 		$2.91M Buy
41,281
+1,362
+3% +$91.8K 0.41% 72
2024
Q3 		$2.5M Buy
39,919
+10,802
+37% +$668K 0.34% 88
2024
Q2 		$1.85M Buy
+29,117
New +$1.8M 0.28% 97
2022
Q1 		– Sell
-4,824
Closed -$291K – 340
2021
Q4 		$291K Buy
+4,824
New +$321K 0.05% 237
2021
Q3 		– Sell
-851
Closed -$60K – 306
2021
Q2 		$60K Buy
851
+494
+138% +$36.5K 0.01% 438
2021
Q1 		$26K Buy
+357
New +$23.8K ﹤0.01% 606

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

WealthShield Partners's C Position: Q2 2026 in Review

WealthShield Partners reduced its Citigroup (C) stake by 5.6% in Q2 2026, selling an estimated $377K and leaving 49,078 shares worth $6.87M. The position accounts for 1.05% of the portfolio, ranked #25.

WealthShield Partners first reported a position in C in Q1 2021 and has held it in 12 quarters since. 2,640 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WealthShield Partners held 49,078 shares of Citigroup worth $6.87M as of Q2 2026.
  • WealthShield Partners sold 2,895 Citigroup shares in Q2 2026, an estimated $377K.
  • Citigroup made up 1.05% of WealthShield Partners's portfolio in Q2 2026, its #25 holding.
  • WealthShield Partners first reported a position in Citigroup in Q1 2021 and has held it in 12 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.