Creative Financial Designs’s Citigroup C Stock Holding History

Creative Financial Designs’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	$3.37M	Buy	29,717 +194	+0.7%	+$22.1K	0.2%	104
2025 Q4	$3.45M	Sell	29,523 -1,712	-5%	-$178K	0.22%	103
2025 Q3	$3.17M	Sell	31,235 -7,882	-20%	-$748K	0.21%	106
2025 Q2	$3.33M	Buy	39,117 +2,070	+6%	+$150K	0.24%	95
2025 Q1	$2.63M	Sell	37,047 -2,356	-6%	-$180K	0.21%	99
2024 Q4	$2.77M	Buy	39,403 +990	+3%	+$66.7K	0.23%	96
2024 Q3	$2.4M	Buy	38,413 +1,643	+4%	+$102K	0.2%	102
2024 Q2	$2.33M	Sell	36,770 -486	-1%	-$30K	0.21%	97
2024 Q1	$2.36M	Buy	37,256 +2,123	+6%	+$118K	0.22%	94
2023 Q4	$1.81M	Buy	35,133 +500	+1%	+$22.1K	0.18%	106
2023 Q3	$1.42M	Buy	34,633 +2,996	+9%	+$131K	0.17%	113
2023 Q2	$1.46M	Buy	31,637 +412	+1%	+$19.3K	0.17%	111
2023 Q1	$1.46M	Buy	31,225 +1,160	+4%	+$56.9K	0.19%	106
2022 Q4	$1.36M	Buy	30,065 +2,407	+9%	+$109K	0.2%	98
2022 Q3	$1.15M	Sell	27,658 -2,950	-10%	-$146K	0.19%	105
2022 Q2	$1.41M	Buy	30,608 +1,073	+4%	+$53.7K	0.23%	90
2022 Q1	$1.58M	Buy	29,535 +22,048	+294%	+$1.36M	0.24%	92
2021 Q4	$452K	Buy	7,487 +1,378	+23%	+$91.6K	0.07%	202
2021 Q3	$429K	Buy	6,109 +673	+12%	+$47K	0.07%	201
2021 Q2	$385K	Buy	5,436 +55	+1%	+$4.07K	0.07%	207
2021 Q1	$391K	Buy	5,381 +25	+0.5%	+$1.67K	0.08%	192
2020 Q4	$330K	Buy	5,356 +224	+4%	+$11.4K	0.07%	201
2020 Q3	$221K	Buy	5,132 +4,192	+446%	+$209K	0.05%	226
2020 Q2	$48K	Buy	940 +737	+363%	+$35K	0.01%	421
2020 Q1	$9K	Sell	203 -149	-42%	-$10K	﹤0.01%	348
2019 Q4	$29K	Sell	352 -89	-20%	-$6.58K	0.01%	295
2019 Q3	$29K	Sell	441 -47	-10%	-$3.2K	0.02%	288
2019 Q2	$35K	Buy	488 +2	+0.4%	+$134	0.02%	255
2019 Q1	$30K	Buy	486 +74	+18%	+$4.59K	0.02%	260
2018 Q4	$21K	Sell	412 -51	-11%	-$3.23K	0.02%	267
2018 Q3	$33K	Buy	463 +129	+39%	+$9.12K	0.02%	270
2018 Q2	$22K	Buy	334 +2	+0.6%	+$138	0.01%	343
2018 Q1	$22K	Sell	332 -299	-47%	-$22.5K	0.01%	313
2017 Q4	$47K	Sell	631 -177	-22%	-$13.1K	0.03%	222
2017 Q3	$59K	Buy	808 +2	+0.2%	+$137	0.03%	225
2017 Q2	$54K	Buy	806 +51	+7%	+$3.13K	0.03%	225
2017 Q1	$45K	Sell	755 -328	-30%	-$19.4K	0.03%	245
2016 Q4	$64K	Buy	+1,083	New	+$58.4K	0.05%	200

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

Creative Financial Designs's C Position: Q1 2026 in Review

Creative Financial Designs increased its Citigroup (C) stake by 0.66% in Q1 2026, buying an estimated $22.1K and bringing the position to 29,717 shares worth $3.37M. The position accounts for 0.2% of the portfolio, ranked #104.

Creative Financial Designs first reported a position in C in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.45M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Creative Financial Designs held 29,717 shares of Citigroup worth $3.37M as of Q1 2026.
Creative Financial Designs bought 194 Citigroup shares in Q1 2026, an estimated $22.1K.
Citigroup made up 0.2% of Creative Financial Designs's portfolio in Q1 2026, its #104 holding.
Creative Financial Designs first reported a position in Citigroup in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's Citigroup position peaked at $3.45M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.