CA
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Carson Advisory’s Citigroup C Stock Holding History

Carson Advisory’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 		$1.44M Sell
12,725
-525
-4% -$59.8K 0.75% 29
2025
Q4 		$1.55M Sell
13,250
-1,235
-9% -$128K 0.8% 27
2025
Q3 		$1.47M Sell
14,485
-1,615
-10% -$153K 0.79% 27
2025
Q2 		$1.37M Sell
16,100
-300
-2% -$21.7K 0.87% 28
2025
Q1 		$1.16M Sell
16,400
-235
-1% -$17.9K 0.78% 33
2024
Q4 		$1.17M Sell
16,635
-653
-4% -$44K 0.81% 31
2024
Q3 		$1.08M Sell
17,288
-425
-2% -$26.3K 0.68% 36
2024
Q2 		$1.12M Sell
17,713
-100
-0.6% -$6.17K 0.79% 32
2024
Q1 		$1.13M Sell
17,813
-500
-3% -$27.8K 0.79% 33
2023
Q4 		$942K Sell
18,313
-820
-4% -$36.3K 0.73% 35
2023
Q3 		$787K Sell
19,133
-300
-2% -$13.2K 0.69% 41
2023
Q2 		$895K Sell
19,433
-350
-2% -$16.4K 0.76% 35
2023
Q1 		$928K Sell
19,783
-3,620
-15% -$178K 0.82% 35
2022
Q4 		$1.06M Buy
23,403
+3,571
+18% +$162K 1.02% 26
2022
Q3 		$826K Buy
19,832
+600
+3% +$29.6K 0.92% 32
2022
Q2 		$884K Buy
19,232
+700
+4% +$35K 0.99% 29
2022
Q1 		$990K Hold
18,532
– – 0.98% 27
2021
Q4 		$1.12M Buy
+18,532
New +$1.23M 1.13% 25

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

Carson Advisory's C Position: Q1 2026 in Review

Carson Advisory reduced its Citigroup (C) stake by 4% in Q1 2026, selling an estimated $59.8K and leaving 12,725 shares worth $1.44M. The position accounts for 0.75% of the portfolio, ranked #29.

Carson Advisory first reported a position in C in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Carson Advisory held 12,725 shares of Citigroup worth $1.44M as of Q1 2026.
  • Carson Advisory sold 525 Citigroup shares in Q1 2026, an estimated $59.8K.
  • Citigroup made up 0.75% of Carson Advisory's portfolio in Q1 2026, its #29 holding.
  • Carson Advisory first reported a position in Citigroup in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Citigroup position peaked at $1.55M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.