Citigroup
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Citigroup’s Upexi UPXI Stock Holding History

Citigroup’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5 Buy
+5
New +$7 ﹤0.01% 5783
2025
Q4 		– Sell
-15,343
Closed -$88.5K – 6493
2025
Q3 		$88.5K Buy
+15,343
New +$93.3K ﹤0.01% 4307

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citigroup's UPXI Position: Q1 2026 in Review

Citigroup opened a new position in Upexi (UPXI) in Q1 2026: 5 shares worth $5. The stake represents ﹤0.01% of the portfolio and ranks #5783 among its holdings. This is a return to the name: Citigroup previously reported a position in UPXI as recently as Q3 2025.

Citigroup first reported a position in UPXI in Q3 2025 and has held it in 2 quarters since. The position peaked at $88.5K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Citigroup held 5 shares of Upexi worth $5 as of Q1 2026.
  • Upexi was a new Citigroup position in Q1 2026.
  • Upexi made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5783 holding.
  • Citigroup first reported a position in Upexi in Q3 2025 and has held it in 2 quarters since.
  • Citigroup's Upexi position peaked at $88.5K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.