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Citigroup shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $237k 1.7k 139.96
2022-09-30 $7.0k 170 41.18
2022-06-30 $13k 285 45.61

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Exchange-traded Floating Rate (TFLR)
Putnam Etf Trust Emer Mark Ex Etf (PEMX)
Putnam Etf Trust Focused Lar Cap (PVAL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Equity Premium (WTPI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ultra Short Dur (ICSH)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Castle Wealth Management

Top funds holding Citigroup

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FMR
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View all funds holding Citigroup