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Aviso Wealth Management’s Citigroup C Stock Holding History

Aviso 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 		$841K Sell
7,416
-735
-9% -$83.7K 0.38% 59
2025
Q4 		$951K Buy
8,151
+453
+6% +$47K 0.4% 54
2025
Q3 		$781K Buy
7,698
+777
+11% +$73.7K 0.34% 70
2025
Q2 		$589K Buy
6,921
+1,027
+17% +$74.2K 0.28% 84
2025
Q1 		$418K Sell
5,894
-210
-3% -$16K 0.22% 94
2024
Q4 		$430K Sell
6,104
-723
-11% -$48.7K 0.22% 95
2024
Q3 		$427K Sell
6,827
-3,769
-36% -$233K 0.23% 95
2024
Q2 		$672K Sell
10,596
-923
-8% -$56.9K 0.4% 66
2024
Q1 		$728K Sell
11,519
-783
-6% -$43.6K 0.46% 56
2023
Q4 		$633K Buy
+12,302
New +$545K 0.46% 57

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

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

Aviso Wealth Management reduced its Citigroup (C) stake by 9% in Q1 2026, selling an estimated $83.7K and leaving 7,416 shares worth $841K. The position accounts for 0.38% of the portfolio, ranked #59.

Aviso Wealth Management first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $951K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Aviso Wealth Management held 7,416 shares of Citigroup worth $841K as of Q1 2026.
  • Aviso Wealth Management sold 735 Citigroup shares in Q1 2026, an estimated $83.7K.
  • Citigroup made up 0.38% of Aviso Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Aviso Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Citigroup position peaked at $951K in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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