49 Wealth Management’s Citigroup C Stock Holding History

49 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 Q1	–	Sell	-8,825	Closed	-$1.03M	–	212
2025 Q4	$1.03M	Buy	8,825 +522	+6%	+$54.2K	0.08%	70
2025 Q3	$843K	Buy	8,303 +237	+3%	+$22.5K	0.08%	68
2025 Q2	$687K	Buy	8,066 +1,876	+30%	+$136K	0.07%	74
2025 Q1	$439K	Buy	+6,190	New	+$472K	0.05%	102

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

49 Wealth Management's C Position: Q1 2026 in Review

49 Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 8,825 shares — an estimated $1.03M sold.

49 Wealth Management first reported a position in C in Q1 2025 and held it in 4 quarters. The position peaked at $1.03M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

49 Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
49 Wealth Management sold 8,825 Citigroup shares in Q1 2026, an estimated $1.03M.
49 Wealth Management first reported a position in Citigroup in Q1 2025 and held it in 4 quarters.
49 Wealth Management's Citigroup position peaked at $1.03M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.