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Garton & Associates Financial Advisors’s Citigroup C Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,009
Closed -$118K – 210
2025
Q4 		$118K Buy
+1,009
New +$105K 0.07% 201

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's C Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Citigroup (C) in Q1 2026, closing a stake of 1,009 shares — an estimated $118K sold.

Garton & Associates Financial Advisors first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $118K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,009 Citigroup shares in Q1 2026, an estimated $118K.
  • Garton & Associates Financial Advisors first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Citigroup position peaked at $118K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.