BlackDiamond Wealth Management’s Citigroup C Stock Holding History

BlackDiamond 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	$269K	Sell	2,372 -17	-0.7%	-$1.94K	0.13%	160
2025 Q4	$296K	Sell	2,389 -108	-4%	-$11.2K	0.14%	148
2025 Q3	$253K	Buy	2,497 +75	+3%	+$7.12K	0.14%	145
2025 Q2	$209K	Buy	+2,422	New	+$175K	0.12%	157
2024 Q4	–	Sell	-4,196	Closed	-$290K	–	159
2024 Q3	$290K	Buy	+4,196	New	+$259K	0.18%	128

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

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

BlackDiamond Wealth Management reduced its Citigroup (C) stake by 0.71% in Q1 2026, selling an estimated $1.94K and leaving 2,372 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #160.

BlackDiamond Wealth Management first reported a position in C in Q3 2024 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

BlackDiamond Wealth Management held 2,372 shares of Citigroup worth $269K as of Q1 2026.
BlackDiamond Wealth Management sold 17 Citigroup shares in Q1 2026, an estimated $1.94K.
Citigroup made up 0.13% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #160 holding.
BlackDiamond Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 5 quarters since.
BlackDiamond Wealth Management's Citigroup position peaked at $296K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.