A4 Wealth Advisors’s Citigroup C Stock Holding History

A4 Wealth Advisors’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	-2,291	Closed	-$267K	–	110
2025 Q4	$267K	Buy	+2,291	New	+$238K	0.23%	86

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

A4 Wealth Advisors's C Position: Q1 2026 in Review

A4 Wealth Advisors sold out of Citigroup (C) in Q1 2026, closing a stake of 2,291 shares — an estimated $267K sold.

A4 Wealth Advisors first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 2,475 funds tracked by Wall St. Rank hold C as of Q1 2026.

A4 Wealth Advisors reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 2,291 Citigroup shares in Q1 2026, an estimated $267K.
A4 Wealth Advisors first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
A4 Wealth Advisors's Citigroup position peaked at $267K in Q4 2025.
2,475 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.