Consilium Wealth Advisory’s Citigroup C Stock Holding History

Consilium Wealth Advisory’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	$2M	Buy	17,602 +2,529	+17%	+$288K	0.68%	31
2025 Q4	$1.76M	Buy	15,073 +143	+1%	+$14.8K	0.65%	29
2025 Q3	$1.52M	Sell	14,930 -909	-6%	-$86.3K	0.58%	30
2025 Q2	$1.35M	Sell	15,839 -9,260	-37%	-$669K	0.57%	32
2025 Q1	$1.78M	Sell	25,099 -694	-3%	-$52.9K	0.89%	28
2024 Q4	$1.82M	Buy	25,793 +3,995	+18%	+$269K	0.87%	28
2024 Q3	$1.36M	Buy	21,798 +5,531	+34%	+$342K	0.74%	32
2024 Q2	$1.03M	Sell	16,267 -7,413	-31%	-$457K	0.56%	36
2024 Q1	$1.5M	Buy	23,680 +6,069	+34%	+$338K	0.84%	26
2023 Q4	$906K	Buy	17,611 +2,932	+20%	+$130K	0.54%	36
2023 Q3	$604K	Sell	14,679 -4,854	-25%	-$213K	0.42%	46
2023 Q2	$899K	Sell	19,533 -4,612	-19%	-$216K	0.62%	29
2023 Q1	$1.13M	Sell	24,145 -1,091	-4%	-$53.5K	0.97%	22
2022 Q4	$1.14M	Sell	25,236 -7,656	-23%	-$348K	0.97%	26
2022 Q3	$1.37M	Buy	32,892 +5,944	+22%	+$294K	1.53%	16
2022 Q2	$1.24M	Sell	26,948 -4,449	-14%	-$223K	1.33%	19
2022 Q1	$1.68M	Sell	31,397 -336	-1%	-$20.8K	1.2%	19
2021 Q4	$1.92M	Buy	+31,733	New	+$2.11M	1.24%	16

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

Consilium Wealth Advisory's C Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Citigroup (C) stake by 17% in Q1 2026, buying an estimated $288K and bringing the position to 17,602 shares worth $2M. The position accounts for 0.68% of the portfolio, ranked #31.

Consilium Wealth Advisory first reported a position in C in Q4 2021 and has held it in 18 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Consilium Wealth Advisory held 17,602 shares of Citigroup worth $2M as of Q1 2026.
Consilium Wealth Advisory bought 2,529 Citigroup shares in Q1 2026, an estimated $288K.
Citigroup made up 0.68% of Consilium Wealth Advisory's portfolio in Q1 2026, its #31 holding.
Consilium Wealth Advisory first reported a position in Citigroup in Q4 2021 and has held it in 18 quarters since.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.