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Yoder Wealth Management’s Citigroup C Stock Holding History

Yoder Wealth Management’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 		$431K Buy
3,082
+30
+1% +$3.9K 0.17% 79
2026
Q1 		$346K Buy
3,052
+25
+0.8% +$2.85K 0.16% 83
2025
Q4 		$353K Hold
3,027
– – 0.16% 82
2025
Q3 		$307K Sell
3,027
-50
-2% -$4.74K 0.15% 86
2025
Q2 		$262K Hold
3,077
– – 0.14% 95
2025
Q1 		$218K Sell
3,077
-6
-0.2% -$458 0.12% 104
2024
Q4 		$217K Buy
+3,083
New +$208K 0.12% 103

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

Yoder Wealth Management's C Position: Q2 2026 in Review

Yoder Wealth Management increased its Citigroup (C) stake by 0.98% in Q2 2026, buying an estimated $3.9K and bringing the position to 3,082 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #79.

Yoder Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Yoder Wealth Management held 3,082 shares of Citigroup worth $431K as of Q2 2026.
  • Yoder Wealth Management bought 30 Citigroup shares in Q2 2026, an estimated $3.9K.
  • Citigroup made up 0.17% of Yoder Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Yoder Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.