XXI Wealth LLC’s Citigroup C Stock Holding History

XXI Wealth LLC’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	$1.55M	Sell	11,099 -877	-7%	-$114K	0.71%	32
2026 Q1	$1.36M	Buy	11,976 +1,550	+15%	+$177K	0.77%	27
2025 Q4	$1.22M	Buy	+10,426	New	+$1.08M	0.74%	30

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 $3.37T AUM 44.26% 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

XXI Wealth LLC's C Position: Q2 2026 in Review

XXI Wealth LLC reduced its Citigroup (C) stake by 7.3% in Q2 2026, selling an estimated $114K and leaving 11,099 shares worth $1.55M. The position accounts for 0.71% of the portfolio, ranked #32.

XXI Wealth LLC first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

XXI Wealth LLC held 11,099 shares of Citigroup worth $1.55M as of Q2 2026.
XXI Wealth LLC sold 877 Citigroup shares in Q2 2026, an estimated $114K.
Citigroup made up 0.71% of XXI Wealth LLC's portfolio in Q2 2026, its #32 holding.
XXI Wealth LLC first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.