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Concurrent Investment Advisors’s Citigroup C Stock Holding History

Concurrent Investment 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 		$11.5M Sell
101,539
-1,831
-2% -$209K 0.13% 176
2025
Q4 		$12.1M Buy
103,370
+50,213
+94% +$5.21M 0.14% 159
2025
Q3 		$5.4M Buy
53,157
+7,804
+17% +$741K 0.09% 224
2025
Q2 		$3.86M Buy
45,353
+5,696
+14% +$412K 0.07% 274
2025
Q1 		$2.82M Buy
39,657
+22,182
+127% +$1.69M 0.07% 297
2024
Q4 		$1.23M Buy
17,475
+2,149
+14% +$145K 0.03% 438
2024
Q3 		$959K Buy
15,326
+2,043
+15% +$126K 0.03% 475
2024
Q2 		$843K Buy
13,283
+2,700
+26% +$166K 0.03% 471
2024
Q1 		$669K Buy
10,583
+271
+3% +$15.1K 0.03% 473
2023
Q4 		$530K Buy
+10,312
New +$457K 0.03% 483

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

Concurrent Investment Advisors's C Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Citigroup (C) stake by 1.8% in Q1 2026, selling an estimated $209K and leaving 101,539 shares worth $11.5M. The position accounts for 0.13% of the portfolio, ranked #176.

Concurrent Investment Advisors first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Concurrent Investment Advisors held 101,539 shares of Citigroup worth $11.5M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,831 Citigroup shares in Q1 2026, an estimated $209K.
  • Citigroup made up 0.13% of Concurrent Investment Advisors's portfolio in Q1 2026, its #176 holding.
  • Concurrent Investment Advisors first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Citigroup position peaked at $12.1M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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