Flagship Wealth Advisors’s Citigroup C Stock Holding History

Flagship Wealth Advisors’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	$10.1K	Hold	119	–	–	﹤0.01%	282
2025 Q4	$13.9K	Hold	119	–	–	﹤0.01%	304
2025 Q3	$12.1K	Hold	119	–	–	﹤0.01%	318
2025 Q2	$10.1K	Hold	119	–	–	﹤0.01%	297
2025 Q1	$8.45K	Hold	119	–	–	﹤0.01%	306
2024 Q4	$8.38K	Buy	+119	New	+$8.02K	﹤0.01%	297

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

Flagship Wealth Advisors's C Position: Q1 2026 in Review

Flagship Wealth Advisors held its Citigroup (C) position steady in Q1 2026 at 119 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Flagship Wealth Advisors first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Flagship Wealth Advisors held 119 shares of Citigroup worth $10.1K as of Q1 2026.
Flagship Wealth Advisors left its Citigroup share count unchanged in Q1 2026.
Citigroup made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #282 holding.
Flagship Wealth Advisors first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Citigroup position peaked at $13.9K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.