Emerald Advisors’s Citigroup C Stock Holding History

Emerald Advisors’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	$269K	Buy	+2,374	New	+$270K	0.03%	100
2021 Q4	–	Sell	-4,204	Closed	-$295K	–	93
2021 Q3	$295K	Buy	4,204 +115	+3%	+$8.04K	0.08%	78
2021 Q2	$289K	Sell	4,089 -80	-2%	-$5.92K	0.09%	78
2021 Q1	$303K	Sell	4,169 -1,192	-22%	-$79.6K	0.11%	62
2020 Q4	$331K	Sell	5,361 -3,592	-40%	-$183K	0.11%	59
2020 Q3	$386K	Sell	8,953 -685	-7%	-$34.1K	0.15%	49
2020 Q2	$492K	Buy	9,638 +1,230	+15%	+$58.4K	0.22%	35
2020 Q1	$389K	Buy	8,408 +5,044	+150%	+$339K	0.18%	45
2019 Q4	$258K	Buy	+3,364	New	+$249K	0.25%	78

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

Emerald Advisors's C Position: Q1 2026 in Review

Emerald Advisors opened a new position in Citigroup (C) in Q1 2026: 2,374 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #100 among its holdings. This is a return to the name: Emerald Advisors previously reported a position in C as recently as Q3 2021.

Emerald Advisors first reported a position in C in Q4 2019 and has held it in 9 quarters since. The position peaked at $492K in Q2 2020. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Emerald Advisors held 2,374 shares of Citigroup worth $269K as of Q1 2026.
Citigroup was a new Emerald Advisors position in Q1 2026.
Citigroup made up 0.03% of Emerald Advisors's portfolio in Q1 2026, its #100 holding.
Emerald Advisors first reported a position in Citigroup in Q4 2019 and has held it in 9 quarters since.
Emerald Advisors's Citigroup position peaked at $492K in Q2 2020.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.