1900 Wealth Management’s Citigroup C Stock Holding History

1900 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	$207K	Buy	+1,476	New	+$192K	0.01%	306
2024 Q1	–	Sell	-8,807	Closed	-$453K	–	242
2023 Q4	$453K	Sell	8,807 -2,263	-20%	-$100K	0.04%	202
2023 Q3	$455K	Buy	11,070 +5,037	+83%	+$221K	0.05%	198
2023 Q2	$278K	Sell	6,033 -43,140	-88%	-$2.02M	0.03%	204
2023 Q1	$2.22M	Hold	49,173	–	–	0.24%	75
2022 Q4	$2.22M	Hold	49,173	–	–	0.24%	74
2022 Q3	$2.05M	Sell	49,173 -902	-2%	-$44.6K	0.24%	80
2022 Q2	$2.3M	Hold	50,075	–	–	0.25%	76
2022 Q1	$2.67M	Hold	50,075	–	–	0.25%	74
2021 Q4	$3.02M	Buy	50,075 +402	+0.8%	+$26.7K	0.27%	68
2021 Q3	$3.49M	Buy	+49,673	New	+$3.47M	0.34%	59

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 $3.38T AUM 44.17% 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

1900 Wealth Management's C Position: Q2 2026 in Review

1900 Wealth Management opened a new position in Citigroup (C) in Q2 2026: 1,476 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in C as recently as Q4 2023.

1900 Wealth Management first reported a position in C in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.49M in Q3 2021. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

1900 Wealth Management held 1,476 shares of Citigroup worth $207K as of Q2 2026.
Citigroup was a new 1900 Wealth Management position in Q2 2026.
Citigroup made up 0.01% of 1900 Wealth Management's portfolio in Q2 2026, its #306 holding.
1900 Wealth Management first reported a position in Citigroup in Q3 2021 and has held it in 11 quarters since.
1900 Wealth Management's Citigroup position peaked at $3.49M in Q3 2021.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.