EWM
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Endowment Wealth Management’s Citigroup C Stock Holding History

Endowment 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 		– Sell
-1,853
Closed -$216K – 168
2025
Q4 		$216K Sell
1,853
-122
-6% -$12.7K 0.1% 142
2025
Q3 		$200K Buy
+1,975
New +$187K 0.09% 147

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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

Endowment Wealth Management's C Position: Q1 2026 in Review

Endowment Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 1,853 shares — an estimated $216K sold.

Endowment Wealth Management first reported a position in C in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Endowment Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Endowment Wealth Management sold 1,853 Citigroup shares in Q1 2026, an estimated $216K.
  • Endowment Wealth Management first reported a position in Citigroup in Q3 2025 and held it in 2 quarters.
  • Endowment Wealth Management's Citigroup position peaked at $216K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.