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Cherry Tree Wealth Management’s Citigroup C Stock Holding History

Cherry Tree 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 		$17K Hold
150
– – ﹤0.01% 364
2025
Q4 		$17.5K Buy
+150
New +$15.6K ﹤0.01% 368
2025
Q1 		– Sell
-30
Closed -$2.11K – 759
2024
Q4 		$2.11K Hold
30
– – ﹤0.01% 538
2024
Q3 		$1.88K Hold
30
– – ﹤0.01% 539
2024
Q2 		$1.9K Hold
30
– – ﹤0.01% 519
2024
Q1 		$1.9K Hold
30
– – ﹤0.01% 514
2023
Q4 		$1.54K Hold
30
– – ﹤0.01% 521
2023
Q3 		$1.23K Hold
30
– – ﹤0.01% 519
2023
Q2 		$1.38K Buy
+30
New +$1.41K ﹤0.01% 519

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's C Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Citigroup (C) position steady in Q1 2026 at 150 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Cherry Tree Wealth Management first reported a position in C in Q2 2023 and has held it in 9 quarters since. The position peaked at $17.5K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Cherry Tree Wealth Management held 150 shares of Citigroup worth $17K as of Q1 2026.
  • Cherry Tree Wealth Management left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #364 holding.
  • Cherry Tree Wealth Management first reported a position in Citigroup in Q2 2023 and has held it in 9 quarters since.
  • Cherry Tree Wealth Management's Citigroup position peaked at $17.5K in Q4 2025.
  • 2,473 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.