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Angeles Wealth Management’s Citigroup C Stock Holding History

Angeles 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 		$758K Buy
6,681
+879
+15% +$100K 0.04% 170
2025
Q4 		$677K Buy
5,802
+517
+10% +$53.7K 0.04% 169
2025
Q3 		$536K Buy
5,285
+754
+17% +$71.5K 0.03% 179
2025
Q2 		$386K Sell
4,531
-573
-11% -$41.4K 0.03% 216
2025
Q1 		$362K Buy
5,104
+419
+9% +$31.9K 0.03% 175
2024
Q4 		$330K Buy
+4,685
New +$316K 0.03% 192
2023
Q4 		– Sell
-5,377
Closed -$221K – 259
2023
Q3 		$221K Buy
+5,377
New +$236K 0.03% 159

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Angeles Wealth Management increased its Citigroup (C) stake by 15% in Q1 2026, buying an estimated $100K and bringing the position to 6,681 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #170.

Angeles Wealth Management first reported a position in C in Q3 2023 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Angeles Wealth Management held 6,681 shares of Citigroup worth $758K as of Q1 2026.
  • Angeles Wealth Management bought 879 Citigroup shares in Q1 2026, an estimated $100K.
  • Citigroup made up 0.04% of Angeles Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Angeles Wealth Management first reported a position in Citigroup in Q3 2023 and has held it in 7 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.