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Aspen Wealth Strategies’s Citigroup C Stock Holding History

Aspen Wealth Strategies’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 		$415K Sell
3,655
-219
-6% -$24.9K 0.22% 62
2025
Q4 		$452K Sell
3,874
-28
-0.7% -$2.91K 0.25% 56
2025
Q3 		$396K Buy
3,902
+346
+10% +$32.8K 0.22% 58
2025
Q2 		$303K Buy
3,556
+330
+10% +$23.9K 0.18% 68
2025
Q1 		$229K Buy
3,226
+268
+9% +$20.4K 0.15% 79
2024
Q4 		$208K Buy
+2,958
New +$199K 0.13% 78
2024
Q3 		– Sell
-3,446
Closed -$233K – 82
2024
Q2 		$233K Buy
+3,446
New +$212K 0.16% 69
2024
Q1 		– Sell
-6,859
Closed -$353K – 78
2023
Q4 		$353K Sell
6,859
-1,088
-14% -$48.2K 0.26% 54
2023
Q3 		$327K Sell
7,947
-10,093
-56% -$443K 0.25% 47
2023
Q2 		$831K Buy
18,040
+9,278
+106% +$435K 0.63% 27
2023
Q1 		$411K Buy
8,762
+1,097
+14% +$53.8K 0.32% 45
2022
Q4 		$347K Buy
+7,665
New +$348K 0.28% 50

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

Aspen Wealth Strategies's C Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Citigroup (C) stake by 5.7% in Q1 2026, selling an estimated $24.9K and leaving 3,655 shares worth $415K. The position accounts for 0.22% of the portfolio, ranked #62.

Aspen Wealth Strategies first reported a position in C in Q4 2022 and has held it in 12 quarters since. The position peaked at $831K in Q2 2023. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Aspen Wealth Strategies held 3,655 shares of Citigroup worth $415K as of Q1 2026.
  • Aspen Wealth Strategies sold 219 Citigroup shares in Q1 2026, an estimated $24.9K.
  • Citigroup made up 0.22% of Aspen Wealth Strategies's portfolio in Q1 2026, its #62 holding.
  • Aspen Wealth Strategies first reported a position in Citigroup in Q4 2022 and has held it in 12 quarters since.
  • Aspen Wealth Strategies's Citigroup position peaked at $831K in Q2 2023.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.