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Arkadios Wealth Advisors’s Citigroup C Stock Holding History

Arkadios 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 		$12.3M Buy
108,025
+6,031
+6% +$687K 0.2% 107
2025
Q4 		$11.9M Buy
101,994
+10,885
+12% +$1.13M 0.23% 89
2025
Q3 		$9.25M Sell
91,109
-3,236
-3% -$307K 0.22% 96
2025
Q2 		$8.03M Buy
94,345
+50,586
+116% +$3.66M 0.24% 89
2025
Q1 		$3.11M Buy
43,759
+14,736
+51% +$1.12M 0.12% 196
2024
Q4 		$2.04M Buy
29,023
+1,368
+5% +$92.2K 0.11% 182
2024
Q3 		$1.73M Buy
27,655
+9,777
+55% +$605K 0.1% 211
2024
Q2 		$1.13M Buy
+17,878
New +$1.1M 0.08% 254
2023
Q1 		– Sell
-5,767
Closed -$261K – 608
2022
Q4 		$261K Sell
5,767
-358
-6% -$16.3K 0.03% 444
2022
Q3 		$255K Buy
+6,125
New +$303K 0.04% 423
2022
Q2 		– Sell
-3,899
Closed -$208K – 551
2022
Q1 		$208K Buy
3,899
+263
+7% +$16.2K 0.03% 527
2021
Q4 		$220K Sell
3,636
-1,106
-23% -$73.5K 0.03% 523
2021
Q3 		$332K Sell
4,742
-1,236
-21% -$86.4K 0.05% 381
2021
Q2 		$422K Buy
5,978
+2,084
+54% +$154K 0.05% 370
2021
Q1 		$283K Buy
3,894
+1,602
+70% +$107K 0.05% 351
2020
Q4 		$141K Buy
2,292
+1,540
+205% +$78.3K 0.03% 380
2020
Q3 		$32.5K Sell
752
-244
-24% -$12.2K 0.02% 492
2020
Q2 		$50K Sell
996
-341
-26% -$16.2K 0.03% 376
2020
Q1 		$56.3K Sell
1,337
-317
-19% -$21.3K 0.04% 321
2019
Q4 		$131K Buy
+1,654
New +$122K 0.08% 198

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

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

Arkadios Wealth Advisors increased its Citigroup (C) stake by 5.9% in Q1 2026, buying an estimated $687K and bringing the position to 108,025 shares worth $12.3M. The position accounts for 0.2% of the portfolio, ranked #107.

Arkadios Wealth Advisors first reported a position in C in Q4 2019 and has held it in 20 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Arkadios Wealth Advisors held 108,025 shares of Citigroup worth $12.3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,031 Citigroup shares in Q1 2026, an estimated $687K.
  • Citigroup made up 0.2% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • Arkadios Wealth Advisors first reported a position in Citigroup in Q4 2019 and has held it in 20 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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