Horizons Wealth Management’s Citigroup C Stock Holding History

Horizons 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	$32.1K	Hold	283	–	–	0.02%	114
2025 Q4	$33K	Hold	283	–	–	0.02%	115
2025 Q3	$28.7K	Hold	283	–	–	0.02%	121
2025 Q2	$24.1K	Sell	283 -20	-7%	-$1.45K	0.02%	124
2025 Q1	$21.5K	Hold	303	–	–	0.02%	123
2024 Q4	$21.3K	Sell	303 -120	-28%	-$8.09K	0.02%	119
2024 Q3	$26.5K	Sell	423 -1	-0.2%	-$62	0.02%	117
2024 Q2	$27.6K	Hold	424	–	–	0.02%	115
2024 Q1	$21.8K	Hold	424	–	–	0.01%	117
2023 Q4	$21.8K	Sell	424 -113	-21%	-$5K	0.01%	117
2023 Q3	$22.1K	Sell	537 -34	-6%	-$1.49K	0.02%	116
2023 Q2	$26.3K	Buy	571 +34	+6%	+$1.59K	0.02%	122
2023 Q1	$25.2K	Hold	537	–	–	0.02%	114
2022 Q4	$24K	Buy	537 +207	+63%	+$9.4K	0.02%	114
2022 Q3	$14K	Hold	330	–	–	0.01%	112
2022 Q2	$18K	Buy	+330	New	+$16.5K	0.01%	110

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

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

Horizons Wealth Management held its Citigroup (C) position steady in Q1 2026 at 283 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #114.

Horizons Wealth Management first reported a position in C in Q2 2022 and has held it in 16 quarters since. The position peaked at $33K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Horizons Wealth Management held 283 shares of Citigroup worth $32.1K as of Q1 2026.
Horizons Wealth Management left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #114 holding.
Horizons Wealth Management first reported a position in Citigroup in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Citigroup position peaked at $33K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.