Greenwich Wealth Management’s Citigroup C Stock Holding History

Greenwich Wealth Management’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	$247K	Sell	2,180 -280	-11%	-$31.9K	0.01%	264
2025 Q4	$287K	Buy	+2,460	New	+$255K	0.01%	239
2021 Q2	–	Sell	-2,880	Closed	-$210K	–	227
2021 Q1	$210K	Buy	+2,880	New	+$192K	0.02%	188
2015 Q1	–	Sell	-257,694	Closed	-$13.9M	–	175
2014 Q4	$13.9M	Sell	257,694 -14	-0%	-$743	0.92%	23
2014 Q3	$13.4M	Buy	257,708 +4	+0%	+$201	0.9%	24
2014 Q2	$12.1M	Buy	257,704 +10	+0%	+$476	0.81%	27
2014 Q1	$12.3M	Sell	257,694 -600	-0.2%	-$29.9K	0.85%	25
2013 Q4	$13.5M	Sell	258,294 -543	-0.2%	-$27.5K	1.36%	23
2013 Q3	$12.6M	Sell	258,837 -333	-0.1%	-$16.8K	0.9%	23
2013 Q2	$12.4M	Buy	+259,170	New	+$12.5M	0.92%	24

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

Greenwich Wealth Management's C Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Citigroup (C) stake by 11% in Q1 2026, selling an estimated $31.9K and leaving 2,180 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #264.

Greenwich Wealth Management first reported a position in C in Q2 2013 and has held it in 10 quarters since. The position peaked at $13.9M in Q4 2014. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Greenwich Wealth Management held 2,180 shares of Citigroup worth $247K as of Q1 2026.
Greenwich Wealth Management sold 280 Citigroup shares in Q1 2026, an estimated $31.9K.
Citigroup made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #264 holding.
Greenwich Wealth Management first reported a position in Citigroup in Q2 2013 and has held it in 10 quarters since.
Greenwich Wealth Management's Citigroup position peaked at $13.9M in Q4 2014.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.