Garrison Point Advisors’s Citigroup C Stock Holding History

Garrison Point 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	$401K	Hold	3,540	–	–	0.18%	114
2025 Q4	$413K	Sell	3,540 -137	-4%	-$14.2K	0.18%	117
2025 Q3	$373K	Buy	3,677 +161	+5%	+$15.3K	0.16%	127
2025 Q2	$299K	Buy	3,516 +1	+0%	+$72	0.14%	134
2025 Q1	$250K	Sell	3,515 -150	-4%	-$11.4K	0.12%	144
2024 Q4	$258K	Buy	3,665 +1	+0%	+$67	0.12%	140
2024 Q3	$229K	Buy	3,664 +261	+8%	+$16.1K	0.14%	136
2024 Q2	$216K	Sell	3,403 -7	-0.2%	-$432	0.14%	137
2024 Q1	$216K	Buy	+3,410	New	+$190K	0.14%	146
2022 Q1	–	Sell	-3,370	Closed	-$204K	–	152
2021 Q4	$204K	Hold	3,370	–	–	0.14%	151
2021 Q3	$237K	Hold	3,370	–	–	0.17%	135
2021 Q2	$238K	Hold	3,370	–	–	0.17%	135
2021 Q1	$245K	Sell	3,370 -171	-5%	-$11.4K	0.19%	125
2020 Q4	$218K	Buy	+3,541	New	+$180K	0.18%	134
2020 Q3	–	Sell	-4,411	Closed	-$225K	–	131
2020 Q2	$225K	Buy	+4,411	New	+$209K	0.22%	110
2020 Q1	–	Sell	-5,635	Closed	-$450K	–	112
2019 Q4	$450K	Buy	5,635 +75	+1%	+$5.54K	0.41%	87
2019 Q3	$384K	Hold	5,560	–	–	0.38%	90
2019 Q2	$389K	Buy	5,560 +140	+3%	+$9.37K	0.39%	88
2019 Q1	$337K	Hold	5,420	–	–	0.35%	95
2018 Q4	$282K	Buy	+5,420	New	+$343K	0.35%	97

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

Garrison Point Advisors's C Position: Q1 2026 in Review

Garrison Point Advisors held its Citigroup (C) position steady in Q1 2026 at 3,540 shares worth $401K. The position accounts for 0.18% of the portfolio, ranked #114.

Garrison Point Advisors first reported a position in C in Q4 2018 and has held it in 20 quarters since. The position peaked at $450K in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Garrison Point Advisors held 3,540 shares of Citigroup worth $401K as of Q1 2026.
Garrison Point Advisors left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.18% of Garrison Point Advisors's portfolio in Q1 2026, its #114 holding.
Garrison Point Advisors first reported a position in Citigroup in Q4 2018 and has held it in 20 quarters since.
Garrison Point Advisors's Citigroup position peaked at $450K in Q4 2019.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.