EH
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Equitable Holdings’s Citigroup C Stock Holding History

Equitable Holdings’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 		$6.41M Sell
54,926
-10,807
-16% -$1.23M 0.04% 368
2025
Q4 		$7.67M Buy
65,733
+2,428
+4% +$252K 0.05% 276
2025
Q3 		$6.43M Buy
63,305
+8,035
+15% +$762K 0.05% 299
2025
Q2 		$4.7M Buy
55,270
+3,519
+7% +$254K 0.04% 337
2025
Q1 		$3.67M Buy
51,751
+2,940
+6% +$224K 0.03% 358
2024
Q4 		$3.44M Sell
48,811
-3,616
-7% -$244K 0.03% 352
2024
Q3 		$3.28M Buy
52,427
+8,052
+18% +$498K 0.03% 366
2024
Q2 		$2.82M Buy
44,375
+4,911
+12% +$303K 0.03% 376
2024
Q1 		$2.5M Sell
39,464
-1,540
-4% -$85.7K 0.03% 382
2023
Q4 		$2.11M Sell
41,004
-5,813
-12% -$257K 0.03% 399
2023
Q3 		$1.93M Buy
46,817
+1,114
+2% +$48.9K 0.03% 372
2023
Q2 		$2.1M Sell
45,703
-250
-0.5% -$11.7K 0.03% 343
2023
Q1 		$2.15M Buy
45,953
+14,226
+45% +$698K 0.03% 308
2022
Q4 		$1.44M Sell
31,727
-3,014
-9% -$137K 0.03% 364
2022
Q3 		$1.45M Buy
34,741
+1,502
+5% +$74.2K 0.03% 320
2022
Q2 		$1.53M Sell
33,239
-12,565
-27% -$629K 0.03% 307
2022
Q1 		$2.45M Buy
45,804
+8,473
+23% +$523K 0.04% 258
2021
Q4 		$2.25M Sell
37,331
-1,148
-3% -$76.3K 0.04% 262
2021
Q3 		$2.7M Buy
38,479
+603
+2% +$42.2K 0.05% 223
2021
Q2 		$2.68M Buy
37,876
+4,742
+14% +$351K 0.05% 221
2021
Q1 		$2.41M Buy
33,134
+3,364
+11% +$225K 0.05% 217
2020
Q4 		$1.84M Buy
29,770
+2,386
+9% +$121K 0.04% 239
2020
Q3 		$1.18M Sell
27,384
-14,159
-34% -$705K 0.03% 277
2020
Q2 		$2.12M Buy
41,543
+21,973
+112% +$1.04M 0.06% 194
2020
Q1 		$824K Sell
19,570
-15,282
-44% -$1.03M 0.03% 286
2019
Q4 		$2.78M Buy
+34,852
New +$2.58M 0.08% 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

Equitable Holdings's C Position: Q1 2026 in Review

Equitable Holdings reduced its Citigroup (C) stake by 16% in Q1 2026, selling an estimated $1.23M and leaving 54,926 shares worth $6.41M. The position accounts for 0.04% of the portfolio, ranked #368.

Equitable Holdings first reported a position in C in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.67M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Equitable Holdings held 54,926 shares of Citigroup worth $6.41M as of Q1 2026.
  • Equitable Holdings sold 10,807 Citigroup shares in Q1 2026, an estimated $1.23M.
  • Citigroup made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #368 holding.
  • Equitable Holdings first reported a position in Citigroup in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Citigroup position peaked at $7.67M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.