CIA
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Caerus Investment Advisors’s Citigroup C Stock Holding History

Caerus Investment Advisors’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 		$609K Sell
5,371
-2,478
-32% -$282K 0.25% 81
2025
Q4 		$916K Buy
7,849
+1,327
+20% +$138K 0.3% 69
2025
Q3 		$662K Buy
+6,522
New +$619K 0.27% 77
2022
Q4 		– Sell
-5,809
Closed -$242K – 46
2022
Q3 		$242K Hold
5,809
– – 0.31% 46
2022
Q2 		$267K Hold
5,809
– – 0.32% 54
2022
Q1 		$290K Buy
+5,809
New +$359K 0.35% 44

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

Caerus Investment Advisors's C Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Citigroup (C) stake by 32% in Q1 2026, selling an estimated $282K and leaving 5,371 shares worth $609K. The position accounts for 0.25% of the portfolio, ranked #81.

Caerus Investment Advisors first reported a position in C in Q1 2022 and has held it in 6 quarters since. The position peaked at $916K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Caerus Investment Advisors held 5,371 shares of Citigroup worth $609K as of Q1 2026.
  • Caerus Investment Advisors sold 2,478 Citigroup shares in Q1 2026, an estimated $282K.
  • Citigroup made up 0.25% of Caerus Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Caerus Investment Advisors first reported a position in Citigroup in Q1 2022 and has held it in 6 quarters since.
  • Caerus Investment Advisors's Citigroup position peaked at $916K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.