Coastal Bridge Advisors’s Citigroup C Stock Holding History

Coastal Bridge 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	$873K	Sell	7,698 -1,133	-13%	-$129K	0.06%	233
2025 Q4	$1.03M	Sell	8,831 -35	-0.4%	-$3.63K	0.08%	208
2025 Q3	$900K	Sell	8,866 -140	-2%	-$13.3K	0.07%	221
2025 Q2	$767K	Sell	9,006 -183	-2%	-$13.2K	0.06%	235
2025 Q1	$652K	Buy	+9,189	New	+$701K	0.16%	139

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

Coastal Bridge Advisors's C Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Citigroup (C) stake by 13% in Q1 2026, selling an estimated $129K and leaving 7,698 shares worth $873K. The position accounts for 0.06% of the portfolio, ranked #233.

Coastal Bridge Advisors first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Coastal Bridge Advisors held 7,698 shares of Citigroup worth $873K as of Q1 2026.
Coastal Bridge Advisors sold 1,133 Citigroup shares in Q1 2026, an estimated $129K.
Citigroup made up 0.06% of Coastal Bridge Advisors's portfolio in Q1 2026, its #233 holding.
Coastal Bridge Advisors first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Citigroup position peaked at $1.03M in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.