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Ariadne Wealth Management’s Citigroup C Stock Holding History

Ariadne 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 		$508K Sell
4,481
-523
-10% -$59.6K 0.23% 98
2025
Q4 		$559K Buy
5,004
+437
+10% +$45.4K 0.23% 92
2025
Q3 		$462K Sell
4,567
-119
-3% -$11.3K 0.21% 104
2025
Q2 		$446K Buy
4,686
+690
+17% +$49.9K 0.21% 103
2025
Q1 		$288K Buy
3,996
+375
+10% +$28.6K 0.15% 148
2024
Q4 		$294K Buy
3,621
+379
+12% +$25.5K 0.13% 147
2024
Q3 		$223K Buy
+3,242
New +$200K 0.12% 180

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

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

Ariadne Wealth Management reduced its Citigroup (C) stake by 10% in Q1 2026, selling an estimated $59.6K and leaving 4,481 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #98.

Ariadne Wealth Management first reported a position in C in Q3 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Ariadne Wealth Management held 4,481 shares of Citigroup worth $508K as of Q1 2026.
  • Ariadne Wealth Management sold 523 Citigroup shares in Q1 2026, an estimated $59.6K.
  • Citigroup made up 0.23% of Ariadne Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Ariadne Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Citigroup position peaked at $559K in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.