Connecticut Wealth Management’s Citigroup C Stock Holding History

Connecticut Wealth Management’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	$358K	Buy	3,159 +280	+10%	+$31.9K	0.02%	261
2025 Q4	$336K	Buy	2,879 +276	+11%	+$28.7K	0.01%	255
2025 Q3	$264K	Sell	2,603 -999	-28%	-$94.8K	0.01%	286
2025 Q2	$307K	Buy	+3,602	New	+$260K	0.01%	255
2024 Q3	–	Sell	-3,647	Closed	-$231K	–	327
2024 Q2	$231K	Sell	3,647 -438	-11%	-$27K	0.01%	300
2024 Q1	$258K	Sell	4,085 -3,772	-48%	-$210K	0.01%	283
2023 Q4	$404K	Sell	7,857 -17	-0.2%	-$753	0.02%	231
2023 Q3	$324K	Buy	+7,874	New	+$346K	0.02%	212
2018 Q4	–	Sell	-2,998	Closed	-$216K	–	75
2018 Q3	$216K	Buy	+2,998	New	+$212K	0.1%	67
2017 Q4	–	Sell	-3,683	Closed	-$278K	–	60
2017 Q3	$278K	Hold	3,683	–	–	0.16%	52
2017 Q2	$249K	Hold	3,683	–	–	0.15%	53
2017 Q1	$219K	Sell	3,683 -450	-11%	-$26.6K	0.13%	58
2016 Q4	$248K	Buy	+4,133	New	+$223K	0.16%	52

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

Connecticut Wealth Management's C Position: Q1 2026 in Review

Connecticut Wealth Management increased its Citigroup (C) stake by 9.7% in Q1 2026, buying an estimated $31.9K and bringing the position to 3,159 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #261.

Connecticut Wealth Management first reported a position in C in Q4 2016 and has held it in 13 quarters since. The position peaked at $404K in Q4 2023. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Connecticut Wealth Management held 3,159 shares of Citigroup worth $358K as of Q1 2026.
Connecticut Wealth Management bought 280 Citigroup shares in Q1 2026, an estimated $31.9K.
Citigroup made up 0.02% of Connecticut Wealth Management's portfolio in Q1 2026, its #261 holding.
Connecticut Wealth Management first reported a position in Citigroup in Q4 2016 and has held it in 13 quarters since.
Connecticut Wealth Management's Citigroup position peaked at $404K in Q4 2023.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.