CWWM
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Curry Webb Wealth Management’s Citigroup C Stock Holding History

Curry Webb 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 		$1.07M Sell
9,420
-1
-0% -$114 0.5% 36
2025
Q4 		$1.1M Buy
+9,421
New +$978K 0.55% 38

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

Curry Webb Wealth Management's C Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its Citigroup (C) stake by 0.01% in Q1 2026, selling an estimated $114 and leaving 9,420 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #36.

Curry Webb Wealth Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Curry Webb Wealth Management held 9,420 shares of Citigroup worth $1.07M as of Q1 2026.
  • Curry Webb Wealth Management sold 1 Citigroup share in Q1 2026, an estimated $114.
  • Citigroup made up 0.5% of Curry Webb Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Curry Webb Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's Citigroup position peaked at $1.1M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.