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Wiser Advisor Group’s Citigroup C Stock Holding History

Wiser Advisor Group’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 		$15.3K Hold
109
– – 0.02% 147
2026
Q1 		$12.3K Buy
109
+1
+0.9% +$114 0.01% 155
2025
Q4 		$12.6K Buy
108
+1
+0.9% +$104 0.01% 160
2025
Q3 		$10.9K Buy
+107
New +$10.2K 0.01% 169
2025
Q2 		– Sell
-485
Closed -$34.5K – 76
2025
Q1 		$34.5K Buy
485
+3
+0.6% +$229 0.05% 114
2024
Q4 		$34K Sell
482
-36
-7% -$2.43K 0.05% 115
2024
Q3 		$32.4K Sell
518
-71
-12% -$4.39K 0.05% 123
2024
Q2 		$37.3K Sell
589
-92
-14% -$5.67K 0.06% 111
2024
Q1 		$43.3K Sell
681
-421
-38% -$23.4K 0.07% 102
2023
Q4 		$56.7K Buy
+1,102
New +$48.8K 0.09% 87

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

Wiser Advisor Group's C Position: Q2 2026 in Review

Wiser Advisor Group held its Citigroup (C) position steady in Q2 2026 at 109 shares worth $15.3K. The position accounts for 0.02% of the portfolio, ranked #147.

Wiser Advisor Group first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.7K in Q4 2023. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wiser Advisor Group held 109 shares of Citigroup worth $15.3K as of Q2 2026.
  • Wiser Advisor Group left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #147 holding.
  • Wiser Advisor Group first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Citigroup position peaked at $56.7K in Q4 2023.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.