FWI
C icon

Facet Wealth Inc’s Citigroup C Stock Holding History

Facet Wealth Inc’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 		$698K Buy
6,158
+2,072
+51% +$236K 0.01% 136
2025
Q4 		$467K Buy
4,086
+1,824
+81% +$189K 0.01% 165
2025
Q3 		$230K Buy
+2,262
New +$215K ﹤0.01% 200

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

Facet Wealth Inc's C Position: Q1 2026 in Review

Facet Wealth Inc increased its Citigroup (C) stake by 51% in Q1 2026, buying an estimated $236K and bringing the position to 6,158 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #136.

Facet Wealth Inc first reported a position in C in Q3 2025 and has held it in 3 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Facet Wealth Inc held 6,158 shares of Citigroup worth $698K as of Q1 2026.
  • Facet Wealth Inc bought 2,072 Citigroup shares in Q1 2026, an estimated $236K.
  • Citigroup made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #136 holding.
  • Facet Wealth Inc first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.