FC
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Financial Consulate’s Citigroup C Stock Holding History

Financial Consulate’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 		$20.7K Buy
183
+15
+9% +$1.71K ﹤0.01% 480
2025
Q4 		$19.6K Buy
168
+27
+19% +$2.8K ﹤0.01% 474
2025
Q3 		$14.4K Buy
+141
New +$13.4K ﹤0.01% 508

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

Financial Consulate's C Position: Q1 2026 in Review

Financial Consulate increased its Citigroup (C) stake by 8.9% in Q1 2026, buying an estimated $1.71K and bringing the position to 183 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Financial Consulate 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.

  • Financial Consulate held 183 shares of Citigroup worth $20.7K as of Q1 2026.
  • Financial Consulate bought 15 Citigroup shares in Q1 2026, an estimated $1.71K.
  • Citigroup made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #480 holding.
  • Financial Consulate 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 Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.