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Greykasell Wealth Strategies’s Citigroup C Stock Holding History

Greykasell Wealth Strategies’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 		$651K Buy
5,740
+2
+0% +$228 0.26% 82
2025
Q4 		$670K Buy
5,738
+2
+0% +$208 0.26% 82
2025
Q3 		$582K Sell
5,736
-1
-0% -$95 0.25% 83
2025
Q2 		$488K Buy
5,737
+2
+0% +$145 0.23% 83
2025
Q1 		$407K Buy
5,735
+1
+0% +$76 0.22% 90
2024
Q4 		$404K Buy
+5,734
New +$386K 0.22% 90

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greykasell Wealth Strategies's C Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Citigroup (C) stake by 0.03% in Q1 2026, buying an estimated $228 and bringing the position to 5,740 shares worth $651K. The position accounts for 0.26% of the portfolio, ranked #82.

Greykasell Wealth Strategies first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $670K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Greykasell Wealth Strategies held 5,740 shares of Citigroup worth $651K as of Q1 2026.
  • Greykasell Wealth Strategies bought 2 Citigroup shares in Q1 2026, an estimated $228.
  • Citigroup made up 0.26% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #82 holding.
  • Greykasell Wealth Strategies first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Citigroup position peaked at $670K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.