Focused Wealth Management’s Citigroup C Stock Holding History

Focused Wealth Management’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	$318K	Sell	2,800 -2,800	-50%	-$319K	0.03%	151
2025 Q4	$653K	Hold	5,600	–	–	0.07%	96
2025 Q3	$568K	Buy	+5,600	New	+$531K	0.06%	100
2024 Q4	–	Sell	-3,600	Closed	-$225K	–	192
2024 Q3	$225K	Buy	+3,600	New	+$223K	0.03%	182
2024 Q1	–	Sell	-6,200	Closed	-$14.2K	–	310
2023 Q4	$14.2K	Hold	6,200	–	–	﹤0.01%	490
2023 Q3	$1.77K	Hold	6,200	–	–	﹤0.01%	787
2023 Q2	$12.2K	Buy	+6,200	New	+$290K	﹤0.01%	507
2021 Q1	–	Sell	-20,800	Closed	-$28K	–	913
2020 Q4	$28K	Buy	+20,800	New	+$1.06M	0.01%	407
2020 Q3	–	Sell	-16,000	Closed	-$29K	–	781
2020 Q2	$29K	Buy	+16,000	New	+$759K	0.01%	362
2020 Q1	–	Sell	-18,000	Closed	-$20K	–	712
2019 Q4	$20K	Buy	+18,000	New	+$1.33M	﹤0.01%	404

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

Focused Wealth Management's C Position: Q1 2026 in Review

Focused Wealth Management reduced its Citigroup (C) stake by 0.14% in Q1 2026, selling an estimated $7.86K and leaving 49,888 shares worth $5.66M. The position accounts for 0.59% of the portfolio, ranked #27.

Focused Wealth Management first reported a position in C in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.83M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Focused Wealth Management held 49,888 shares of Citigroup worth $5.66M as of Q1 2026.
Focused Wealth Management sold 69 Citigroup shares in Q1 2026, an estimated $7.86K.
Citigroup made up 0.59% of Focused Wealth Management's portfolio in Q1 2026, its #27 holding.
Focused Wealth Management first reported a position in Citigroup in Q3 2013 and has held it in 51 quarters since.
Focused Wealth Management's Citigroup position peaked at $5.83M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.