F/M Investments’s Citigroup C Stock Holding History

F/M Investments’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	$365K	Sell	3,216 -56,745	-95%	-$6.46M	0.02%	265
2025 Q4	$7M	Sell	59,961 -23,962	-29%	-$2.49M	0.27%	94
2025 Q3	$8.52M	Sell	83,923 -1,673	-2%	-$159K	0.33%	72
2025 Q2	$7.28M	Buy	85,596 +1,408	+2%	+$102K	0.26%	77
2025 Q1	$5.98M	Buy	+84,188	New	+$6.42M	0.24%	82
2021 Q4	–	Sell	-40,045	Closed	-$2.81M	–	84
2021 Q3	$2.81M	Buy	+40,045	New	+$2.8M	2.01%	13

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

F/M Investments's C Position: Q1 2026 in Review

F/M Investments reduced its Citigroup (C) stake by 95% in Q1 2026, selling an estimated $6.46M and leaving 3,216 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #265.

F/M Investments first reported a position in C in Q3 2021 and has held it in 6 quarters since. The position peaked at $8.52M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

F/M Investments held 3,216 shares of Citigroup worth $365K as of Q1 2026.
F/M Investments sold 56,745 Citigroup shares in Q1 2026, an estimated $6.46M.
Citigroup made up 0.02% of F/M Investments's portfolio in Q1 2026, its #265 holding.
F/M Investments first reported a position in Citigroup in Q3 2021 and has held it in 6 quarters since.
F/M Investments's Citigroup position peaked at $8.52M in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.