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FourThought Financial Partners’s Citigroup C Stock Holding History

FourThought Financial 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 		$608K Sell
5,361
-157
-3% -$17.9K 0.05% 169
2025
Q4 		$644K Buy
5,518
+400
+8% +$41.5K 0.05% 179
2025
Q3 		$519K Sell
5,118
-328
-6% -$31.1K 0.05% 191
2025
Q2 		$464K Sell
5,446
-687
-11% -$49.7K 0.05% 192
2025
Q1 		$435K Sell
6,133
-77
-1% -$5.87K 0.05% 196
2024
Q4 		$437K Buy
+6,210
New +$419K 0.05% 198
2024
Q2 		– Sell
-6,098
Closed -$386K – 208
2024
Q1 		$386K Sell
6,098
-321
-5% -$17.9K 0.04% 222
2023
Q4 		$330K Sell
6,419
-174
-3% -$7.7K 0.04% 232
2023
Q3 		$271K Sell
6,593
-58
-0.9% -$2.55K 0.04% 249
2023
Q2 		$306K Sell
6,651
-519
-7% -$24.3K 0.04% 242
2023
Q1 		$336K Buy
+7,170
New +$352K 0.05% 229

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

FourThought Financial Partners's C Position: Q1 2026 in Review

FourThought Financial Partners reduced its Citigroup (C) stake by 2.8% in Q1 2026, selling an estimated $17.9K and leaving 5,361 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #169.

FourThought Financial Partners first reported a position in C in Q1 2023 and has held it in 11 quarters since. The position peaked at $644K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • FourThought Financial Partners held 5,361 shares of Citigroup worth $608K as of Q1 2026.
  • FourThought Financial Partners sold 157 Citigroup shares in Q1 2026, an estimated $17.9K.
  • Citigroup made up 0.05% of FourThought Financial Partners's portfolio in Q1 2026, its #169 holding.
  • FourThought Financial Partners first reported a position in Citigroup in Q1 2023 and has held it in 11 quarters since.
  • FourThought Financial Partners's Citigroup position peaked at $644K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.