CWM
C icon

Consultiva Wealth Management’s Citigroup C Stock Holding History

Consultiva 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 		$43K Hold
379
– – 0.12% 103
2025
Q4 		$44.2K Hold
379
– – 0.12% 101
2025
Q3 		$38.5K Hold
379
– – 0.11% 105
2025
Q2 		$32.3K Hold
379
– – 0.1% 114
2025
Q1 		$26.9K Hold
379
– – 0.09% 131
2024
Q4 		$26.7K Buy
+379
New +$25.5K 0.13% 81

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

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

Consultiva Wealth Management held its Citigroup (C) position steady in Q1 2026 at 379 shares worth $43K. The position accounts for 0.12% of the portfolio, ranked #103.

Consultiva Wealth Management first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.2K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Consultiva Wealth Management held 379 shares of Citigroup worth $43K as of Q1 2026.
  • Consultiva Wealth Management left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.12% of Consultiva Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Consultiva Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Citigroup position peaked at $44.2K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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