CA
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Claro Advisors’s Citigroup C Stock Holding History

Claro Advisors’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 		$603K Buy
5,317
+572
+12% +$65.1K 0.07% 207
2025
Q4 		$554K Buy
4,745
+69
+1% +$7.17K 0.08% 209
2025
Q3 		$475K Buy
4,676
+6
+0.1% +$569 0.07% 235
2025
Q2 		$397K Sell
4,670
-3,713
-44% -$268K 0.07% 241
2025
Q1 		$595K Sell
8,383
-175
-2% -$13.3K 0.08% 228
2024
Q4 		$602K Sell
8,558
-4,001
-32% -$270K 0.08% 223
2024
Q3 		$786K Buy
12,559
+1,965
+19% +$122K 0.1% 197
2024
Q2 		$672K Buy
10,594
+1,029
+11% +$63.4K 0.11% 197
2024
Q1 		$605K Sell
9,565
-138
-1% -$7.68K 0.11% 206
2023
Q4 		$499K Buy
9,703
+929
+11% +$41.1K 0.11% 215
2023
Q3 		$361K Buy
8,774
+1,287
+17% +$56.5K 0.09% 241
2023
Q2 		$345K Buy
7,487
+172
+2% +$8.06K 0.09% 244
2023
Q1 		$343K Buy
7,315
+2,359
+48% +$116K 0.1% 231
2022
Q4 		$224K Buy
+4,956
New +$225K 0.07% 257
2021
Q4 		– Sell
-2,914
Closed -$204K – 286
2021
Q3 		$204K Buy
+2,914
New +$204K 0.09% 237
2020
Q1 		– Sell
-2,636
Closed -$211K – 159
2019
Q4 		$211K Buy
+2,636
New +$195K 0.16% 157
2019
Q1 		– Sell
-2,889
Closed -$207K – 261
2018
Q4 		$207K Buy
+2,889
New +$183K 0.17% 130

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

Claro Advisors's C Position: Q1 2026 in Review

Claro Advisors increased its Citigroup (C) stake by 12% in Q1 2026, buying an estimated $65.1K and bringing the position to 5,317 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #207.

Claro Advisors first reported a position in C in Q4 2018 and has held it in 17 quarters since. The position peaked at $786K in Q3 2024. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Claro Advisors held 5,317 shares of Citigroup worth $603K as of Q1 2026.
  • Claro Advisors bought 572 Citigroup shares in Q1 2026, an estimated $65.1K.
  • Citigroup made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #207 holding.
  • Claro Advisors first reported a position in Citigroup in Q4 2018 and has held it in 17 quarters since.
  • Claro Advisors's Citigroup position peaked at $786K in Q3 2024.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.