Empirical Asset Management’s Citigroup C Stock Holding History

Empirical Asset 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	$227K	Sell	2,005 -16,707	-89%	-$1.9M	0.06%	345
2025 Q4	$233K	Buy	18,712 +133	+0.7%	+$13.8K	0.07%	299
2025 Q3	$192K	Buy	+18,579	New	+$1.76M	0.05%	346
2023 Q1	–	Sell	-11,993	Closed	-$541K	–	151
2022 Q4	$541K	Buy	+11,993	New	+$545K	0.57%	62

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

Empirical Asset Management's C Position: Q1 2026 in Review

Empirical Asset Management reduced its Citigroup (C) stake by 89% in Q1 2026, selling an estimated $1.9M and leaving 2,005 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #345.

Empirical Asset Management first reported a position in C in Q4 2022 and has held it in 4 quarters since. The position peaked at $541K in Q4 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Empirical Asset Management held 2,005 shares of Citigroup worth $227K as of Q1 2026.
Empirical Asset Management sold 16,707 Citigroup shares in Q1 2026, an estimated $1.9M.
Citigroup made up 0.06% of Empirical Asset Management's portfolio in Q1 2026, its #345 holding.
Empirical Asset Management first reported a position in Citigroup in Q4 2022 and has held it in 4 quarters since.
Empirical Asset Management's Citigroup position peaked at $541K in Q4 2022.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.