GM Advisory Group’s Citigroup C Stock Holding History

GM Advisory Group’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	$1.35M	Buy	11,873 +1	+0%	+$114	0.05%	138
2025 Q4	$1.39M	Buy	11,872 +731	+7%	+$75.9K	0.05%	136
2025 Q3	$1.13M	Buy	11,141 +312	+3%	+$29.6K	0.05%	141
2025 Q2	$922K	Buy	+10,829	New	+$783K	0.05%	147
2020 Q3	–	Sell	-3,985	Closed	-$204K	–	167
2020 Q2	$204K	Sell	3,985 -26,416	-87%	-$1.25M	0.04%	160
2020 Q1	$1.28M	Buy	+30,401	New	+$2.04M	0.35%	40
2018 Q4	–	Sell	-5,232	Closed	-$375K	–	106
2018 Q3	$375K	Hold	5,232	–	–	0.12%	74
2018 Q2	$350K	Buy	5,232 +174	+3%	+$12K	0.1%	80
2018 Q1	$341K	Sell	5,058 -114	-2%	-$8.57K	0.1%	80
2017 Q4	$385K	Buy	+5,172	New	+$382K	0.1%	78

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

GM Advisory Group's C Position: Q1 2026 in Review

GM Advisory Group increased its Citigroup (C) stake by 0.01% in Q1 2026, buying an estimated $114 and bringing the position to 11,873 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #138.

GM Advisory Group first reported a position in C in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

GM Advisory Group held 11,873 shares of Citigroup worth $1.35M as of Q1 2026.
GM Advisory Group bought 1 Citigroup share in Q1 2026, an estimated $114.
Citigroup made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #138 holding.
GM Advisory Group first reported a position in Citigroup in Q4 2017 and has held it in 10 quarters since.
GM Advisory Group's Citigroup position peaked at $1.39M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.