Callan Family Office’s Citigroup C Stock Holding History

Callan Family Office’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	$5.96M	Sell	52,526 -4,501	-8%	-$513K	0.14%	166
2025 Q4	$6.65M	Buy	57,027 +33,976	+147%	+$3.53M	0.14%	146
2025 Q3	$2.34M	Sell	23,051 -5,674	-20%	-$538K	0.07%	244
2025 Q2	$2.45M	Buy	28,725 +17,796	+163%	+$1.29M	0.08%	248
2025 Q1	$776K	Sell	10,929 -1,816	-14%	-$138K	0.06%	245
2024 Q4	$897K	Buy	+12,745	New	+$859K	0.06%	270

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

Callan Family Office's C Position: Q1 2026 in Review

Callan Family Office reduced its Citigroup (C) stake by 7.9% in Q1 2026, selling an estimated $513K and leaving 52,526 shares worth $5.96M. The position accounts for 0.14% of the portfolio, ranked #166.

Callan Family Office first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.65M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Callan Family Office held 52,526 shares of Citigroup worth $5.96M as of Q1 2026.
Callan Family Office sold 4,501 Citigroup shares in Q1 2026, an estimated $513K.
Citigroup made up 0.14% of Callan Family Office's portfolio in Q1 2026, its #166 holding.
Callan Family Office first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's Citigroup position peaked at $6.65M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.