AWM
C icon

Avaii Wealth Management’s Citigroup C Stock Holding History

Avaii 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 		$231K Sell
2,035
-3,118
-61% -$355K 0.08% 147
2025
Q4 		$601K Sell
5,153
-166
-3% -$17.2K 0.22% 60
2025
Q3 		$540K Buy
5,319
+351
+7% +$33.3K 0.21% 67
2025
Q2 		$423K Buy
4,968
+227
+5% +$16.4K 0.19% 68
2025
Q1 		$337K Buy
4,741
+529
+13% +$40.3K 0.18% 77
2024
Q4 		$296K Sell
4,212
-128
-3% -$8.63K 0.15% 94
2024
Q3 		$272K Sell
4,340
-150
-3% -$9.28K 0.14% 106
2024
Q2 		$285K Buy
4,490
+773
+21% +$47.7K 0.16% 109
2024
Q1 		$235K Buy
+3,717
New +$207K 0.14% 127

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

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

Avaii Wealth Management reduced its Citigroup (C) stake by 61% in Q1 2026, selling an estimated $355K and leaving 2,035 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #147.

Avaii Wealth Management first reported a position in C in Q1 2024 and has held it in 9 quarters since. The position peaked at $601K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Avaii Wealth Management held 2,035 shares of Citigroup worth $231K as of Q1 2026.
  • Avaii Wealth Management sold 3,118 Citigroup shares in Q1 2026, an estimated $355K.
  • Citigroup made up 0.08% of Avaii Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Avaii Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 9 quarters since.
  • Avaii Wealth Management's Citigroup position peaked at $601K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.