Wealthspire Advisors (New York)’s Citigroup C Stock Holding History

Wealthspire Advisors (New York)’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	$3.92M	Buy	28,039 +15,001	+115%	+$1.95M	0.02%	301
2026 Q1	$1.48M	Sell	13,038 -9,326	-42%	-$1.06M	0.01%	333
2025 Q4	$2.61M	Buy	22,364 +11,662	+109%	+$1.21M	0.02%	254
2025 Q3	$1.09M	Sell	10,702 -2,719	-20%	-$258K	0.01%	372
2025 Q2	$1.14M	Sell	13,421 -1,086	-7%	-$78.5K	0.01%	363
2025 Q1	$1.03M	Buy	14,507 +5,960	+70%	+$454K	0.01%	374
2024 Q4	$602K	Sell	8,547 -24	-0.3%	-$1.62K	0.01%	467
2024 Q3	$537K	Buy	8,571 +4,594	+116%	+$284K	0.01%	483
2024 Q2	$252K	Buy	3,977 +457	+13%	+$28.2K	﹤0.01%	576
2024 Q1	$223K	Sell	3,520 -873	-20%	-$48.6K	﹤0.01%	575
2023 Q4	$226K	Buy	+4,393	New	+$194K	﹤0.01%	585
2023 Q3	–	Sell	-20,205	Closed	-$930K	–	596
2023 Q2	$930K	Sell	20,205 -4,933	-20%	-$231K	0.02%	258
2023 Q1	$1.18M	Sell	25,138 -4,507	-15%	-$221K	0.02%	223
2022 Q4	$1.34M	Buy	29,645 +12,916	+77%	+$587K	0.02%	210
2022 Q3	$697K	Sell	16,729 -1,446	-8%	-$71.4K	0.01%	286
2022 Q2	$836K	Buy	18,175 +10,557	+139%	+$528K	0.02%	233
2022 Q1	$407K	Sell	7,618 -1,933	-20%	-$119K	0.01%	303
2021 Q4	$577K	Sell	9,551 -5,388	-36%	-$358K	0.01%	301
2021 Q3	$1.05M	Buy	14,939 +6,652	+80%	+$465K	0.02%	241
2021 Q2	$586K	Sell	8,287 -13,050	-61%	-$966K	0.02%	209
2021 Q1	$1.55M	Buy	21,337 +4,274	+25%	+$285K	0.04%	205
2020 Q4	$1.05M	Buy	17,063 +9,723	+132%	+$494K	0.03%	200
2020 Q3	$316K	Sell	7,340 -1,547	-17%	-$77.1K	0.02%	233
2020 Q2	$454K	Sell	8,887 -21,329	-71%	-$1.01M	0.03%	159
2020 Q1	$1.27M	Buy	30,216 +21,963	+266%	+$1.47M	0.05%	167
2019 Q4	$659K	Buy	8,253 +1,556	+23%	+$115K	0.05%	89
2019 Q3	$463K	Buy	+6,697	New	+$456K	0.04%	91
2019 Q1	–	Sell	-1,346	Closed	-$70K	–	161
2018 Q4	$70K	Buy	+1,346	New	+$85.2K	0.01%	147

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s C Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Citigroup (C) stake by 115% in Q2 2026, buying an estimated $1.95M and bringing the position to 28,039 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #301.

Wealthspire Advisors (New York) first reported a position in C in Q4 2018 and has held it in 28 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Wealthspire Advisors (New York) held 28,039 shares of Citigroup worth $3.92M as of Q2 2026.
Wealthspire Advisors (New York) bought 15,001 Citigroup shares in Q2 2026, an estimated $1.95M.
Citigroup made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #301 holding.
Wealthspire Advisors (New York) first reported a position in Citigroup in Q4 2018 and has held it in 28 quarters since.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.