Calamos Wealth Management’s Citigroup C Stock Holding History

Calamos 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	$1.32M	Sell	11,635 -523	-4%	-$59.6K	0.05%	169
2025 Q4	$1.42M	Buy	12,158 +2,659	+28%	+$276K	0.05%	159
2025 Q3	$964K	Buy	9,499 +4,606	+94%	+$437K	0.03%	192
2025 Q2	$416K	Buy	4,893 +886	+22%	+$64K	0.02%	259
2025 Q1	$284K	Sell	4,007 -65	-2%	-$4.96K	0.01%	264
2024 Q4	$287K	Buy	4,072 +614	+18%	+$41.4K	0.01%	263
2024 Q3	$216K	Buy	3,458 +210	+6%	+$13K	0.01%	287
2024 Q2	$206K	Sell	3,248 -424	-12%	-$26.1K	0.01%	282
2024 Q1	$232K	Sell	3,672 -1,016	-22%	-$56.5K	0.01%	273
2023 Q4	$241K	Sell	4,688 -294	-6%	-$13K	0.02%	267
2023 Q3	$205K	Buy	+4,982	New	+$219K	0.02%	297
2022 Q4	–	Sell	-5,858	Closed	-$244K	–	327
2022 Q3	$244K	Sell	5,858 -626	-10%	-$30.9K	0.02%	274
2022 Q2	$298K	Sell	6,484 -619	-9%	-$31K	0.03%	262
2022 Q1	$379K	Sell	7,103 -116	-2%	-$7.17K	0.03%	254
2021 Q4	$436K	Sell	7,219 -4,117	-36%	-$274K	0.03%	249
2021 Q3	$796K	Sell	11,336 -1,611	-12%	-$113K	0.06%	178
2021 Q2	$916K	Buy	12,947 +1,738	+16%	+$129K	0.07%	170
2021 Q1	$815K	Buy	11,209 +456	+4%	+$30.4K	0.07%	174
2020 Q4	$663K	Buy	10,753 +1,390	+15%	+$70.7K	0.06%	189
2020 Q3	$404K	Sell	9,363 -3,484	-27%	-$174K	0.05%	211
2020 Q2	$656K	Sell	12,847 -10,962	-46%	-$520K	0.08%	154
2020 Q1	$1M	Sell	23,809 -4,016	-14%	-$270K	0.15%	93
2019 Q4	$2.22M	Sell	27,825 -1,115	-4%	-$82.4K	0.26%	77
2019 Q3	$2M	Buy	28,940 +2,247	+8%	+$153K	0.27%	80
2019 Q2	$1.87M	Sell	26,693 -1,935	-7%	-$129K	0.25%	81
2019 Q1	$1.78M	Buy	28,628 +1,142	+4%	+$70.9K	0.25%	80
2018 Q4	$1.43M	Sell	27,486 -56,243	-67%	-$3.56M	0.22%	85
2018 Q3	$6.01M	Sell	83,729 -4,473	-5%	-$316K	0.75%	42
2018 Q2	$5.9M	Sell	88,202 -2,497	-3%	-$172K	0.74%	43
2018 Q1	$6.12M	Sell	90,699 -4,884	-5%	-$367K	0.77%	48
2017 Q4	$7.11M	Sell	95,583 -1,519	-2%	-$112K	0.92%	31
2017 Q3	$7.06M	Buy	97,102 +50,272	+107%	+$3.43M	0.98%	25
2017 Q2	$3.13M	Sell	46,830 -2,895	-6%	-$178K	0.44%	69
2017 Q1	$2.98M	Buy	49,725 +10,333	+26%	+$611K	0.44%	68
2016 Q4	$2.34M	Sell	39,392 -2,860	-7%	-$154K	0.38%	83
2016 Q3	$2M	Sell	42,252 -4,280	-9%	-$195K	0.34%	96
2016 Q2	$1.97M	Sell	46,532 -2,069	-4%	-$91.5K	0.35%	92
2016 Q1	$2.03M	Sell	48,601 -674	-1%	-$28.2K	0.39%	81
2015 Q4	$2.55M	Sell	49,275 -1,215	-2%	-$64.5K	0.51%	53
2015 Q3	$2.5M	Buy	50,490 +965	+2%	+$52.7K	0.6%	48
2015 Q2	$2.74M	Sell	49,525 -37,450	-43%	-$2.04M	0.65%	43
2015 Q1	$4.48M	Sell	86,975 -2,713	-3%	-$138K	1.12%	18
2014 Q4	$4.85M	Buy	89,688 +4,879	+6%	+$259K	1.39%	8
2014 Q3	$4.39M	Sell	84,809 -774	-0.9%	-$38.9K	1.27%	10
2014 Q2	$4.03M	Sell	85,583 -12,275	-13%	-$584K	1.15%	16
2014 Q1	$4.66M	Buy	97,858 +9,180	+10%	+$457K	1.38%	7
2013 Q4	$4.62M	Buy	88,678 +2,104	+2%	+$106K	1.42%	8
2013 Q3	$4.2M	Buy	86,574 +52,333	+153%	+$2.65M	1.37%	10
2013 Q2	$1.64M	Buy	+34,241	New	+$1.65M	0.58%	65

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

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

Calamos Wealth Management reduced its Citigroup (C) stake by 4.3% in Q1 2026, selling an estimated $59.6K and leaving 11,635 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #169.

Calamos Wealth Management first reported a position in C in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.11M in Q4 2017. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Calamos Wealth Management held 11,635 shares of Citigroup worth $1.32M as of Q1 2026.
Calamos Wealth Management sold 523 Citigroup shares in Q1 2026, an estimated $59.6K.
Citigroup made up 0.05% of Calamos Wealth Management's portfolio in Q1 2026, its #169 holding.
Calamos Wealth Management first reported a position in Citigroup in Q2 2013 and has held it in 49 quarters since.
Calamos Wealth Management's Citigroup position peaked at $7.11M in Q4 2017.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.