Coyle Financial Counsel’s Citigroup C Stock Holding History

Coyle Financial Counsel’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	$336K	Sell	2,965 -400	-12%	-$45.6K	0.07%	86
2025 Q4	$393K	Buy	3,365 +1,173	+54%	+$122K	0.08%	78
2025 Q3	$222K	Buy	+2,192	New	+$208K	0.05%	94
2018 Q3	–	Sell	-221	Closed	-$15K	–	72
2018 Q2	$15K	Buy	+221	New	+$15.2K	0.01%	90

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

Coyle Financial Counsel's C Position: Q1 2026 in Review

Coyle Financial Counsel reduced its Citigroup (C) stake by 12% in Q1 2026, selling an estimated $45.6K and leaving 2,965 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #86.

Coyle Financial Counsel first reported a position in C in Q2 2018 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Coyle Financial Counsel held 2,965 shares of Citigroup worth $336K as of Q1 2026.
Coyle Financial Counsel sold 400 Citigroup shares in Q1 2026, an estimated $45.6K.
Citigroup made up 0.07% of Coyle Financial Counsel's portfolio in Q1 2026, its #86 holding.
Coyle Financial Counsel first reported a position in Citigroup in Q2 2018 and has held it in 4 quarters since.
Coyle Financial Counsel's Citigroup position peaked at $393K in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.