WA
C icon

WealthTrust Axiom’s Citigroup C Stock Holding History

WealthTrust Axiom’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 		$396K Sell
2,831
-51
-2% -$6.64K 0.09% 183
2026
Q1 		$327K Hold
2,882
– – 0.08% 192
2025
Q4 		$336K Hold
2,882
– – 0.09% 183
2025
Q3 		$292K Buy
2,882
+1
+0% +$95 0.08% 194
2025
Q2 		$245K Sell
2,881
-10
-0.3% -$723 0.07% 214
2025
Q1 		$205K Buy
+2,891
New +$220K 0.06% 229

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

WealthTrust Axiom's C Position: Q2 2026 in Review

WealthTrust Axiom reduced its Citigroup (C) stake by 1.8% in Q2 2026, selling an estimated $6.64K and leaving 2,831 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #183.

WealthTrust Axiom first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WealthTrust Axiom held 2,831 shares of Citigroup worth $396K as of Q2 2026.
  • WealthTrust Axiom sold 51 Citigroup shares in Q2 2026, an estimated $6.64K.
  • Citigroup made up 0.09% of WealthTrust Axiom's portfolio in Q2 2026, its #183 holding.
  • WealthTrust Axiom first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.