Golden State Equity Partners’s Citigroup C Stock Holding History

Golden State Equity 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	$3.26M	Buy	28,743 +11,454	+66%	+$1.3M	0.25%	89
2025 Q4	$2.02M	Buy	17,289 +319	+2%	+$33.1K	0.33%	59
2025 Q3	$1.72M	Sell	16,970 -4,664	-22%	-$443K	0.29%	73
2025 Q2	$1.84M	Buy	21,634 +122	+0.6%	+$8.82K	0.34%	61
2025 Q1	$1.53M	Buy	21,512 +499	+2%	+$38K	0.3%	84
2024 Q4	$1.48M	Buy	21,013 +16,692	+386%	+$1.13M	0.28%	82
2024 Q3	$270K	Sell	4,321 -15,051	-78%	-$931K	0.14%	149
2024 Q2	$1.23M	Buy	+19,372	New	+$1.19M	0.26%	97
2021 Q4	–	Sell	-12,534	Closed	-$880K	–	192
2021 Q3	$880K	Buy	+12,534	New	+$876K	0.36%	65

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

Golden State Equity Partners's C Position: Q1 2026 in Review

Golden State Equity Partners increased its Citigroup (C) stake by 66% in Q1 2026, buying an estimated $1.3M and bringing the position to 28,743 shares worth $3.26M. The position accounts for 0.25% of the portfolio, ranked #89.

Golden State Equity Partners first reported a position in C in Q3 2021 and has held it in 9 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Golden State Equity Partners held 28,743 shares of Citigroup worth $3.26M as of Q1 2026.
Golden State Equity Partners bought 11,454 Citigroup shares in Q1 2026, an estimated $1.3M.
Citigroup made up 0.25% of Golden State Equity Partners's portfolio in Q1 2026, its #89 holding.
Golden State Equity Partners first reported a position in Citigroup in Q3 2021 and has held it in 9 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.