AWA
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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 		$68K Hold
600
– – ﹤0.01% 1642
2025
Q4 		$70K Sell
600
-600
-50% -$62.3K ﹤0.01% 1509
2025
Q3 		$122K Sell
1,200
-500
-29% -$47.4K ﹤0.01% 1396
2025
Q2 		$145K Buy
1,700
+500
+42% +$36.1K ﹤0.01% 1234
2025
Q1 		$85.2K Buy
+1,200
New +$91.5K ﹤0.01% 1080

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.