Bingham Private Wealth’s Citigroup C Stock Holding History

Bingham Private Wealth’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	$846K	Buy	7,457 +197	+3%	+$22.4K	0.67%	44
2025 Q4	$847K	Buy	+7,260	New	+$754K	0.73%	36
2025 Q2	$676K	Buy	7,943 +288	+4%	+$20.8K	0.64%	44
2025 Q1	$543K	Buy	7,655 +1,059	+16%	+$80.8K	0.56%	55
2024 Q4	$464K	Buy	+6,596	New	+$445K	0.49%	64

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bingham Private Wealth's C Position: Q1 2026 in Review

Bingham Private Wealth increased its Citigroup (C) stake by 2.7% in Q1 2026, buying an estimated $22.4K and bringing the position to 7,457 shares worth $846K. The position accounts for 0.67% of the portfolio, ranked #44.

Bingham Private Wealth first reported a position in C in Q4 2024 and has held it in 5 quarters since. The position peaked at $847K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Bingham Private Wealth held 7,457 shares of Citigroup worth $846K as of Q1 2026.
Bingham Private Wealth bought 197 Citigroup shares in Q1 2026, an estimated $22.4K.
Citigroup made up 0.67% of Bingham Private Wealth's portfolio in Q1 2026, its #44 holding.
Bingham Private Wealth first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
Bingham Private Wealth's Citigroup position peaked at $847K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.