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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 		$68K Buy
+600
New +$68.3K ﹤0.01% 1856

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.