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Founders Grove Wealth Partners’s Citigroup C Stock Holding History

Founders Grove Wealth Partners’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 		$231K Buy
2,033
+157
+8% +$17.9K 0.05% 151
2025
Q4 		$219K Buy
+1,876
New +$195K 0.05% 145

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

Founders Grove Wealth Partners's C Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Citigroup (C) stake by 8.4% in Q1 2026, buying an estimated $17.9K and bringing the position to 2,033 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #151.

Founders Grove Wealth Partners first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Founders Grove Wealth Partners held 2,033 shares of Citigroup worth $231K as of Q1 2026.
  • Founders Grove Wealth Partners bought 157 Citigroup shares in Q1 2026, an estimated $17.9K.
  • Citigroup made up 0.05% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #151 holding.
  • Founders Grove Wealth Partners first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.