IWM
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IMG Wealth Management’s Citigroup C Stock Holding History

IMG 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 		$27.7K Buy
244
+162
+198% +$18.4K 0.02% 207
2025
Q4 		$9.57K Buy
82
+15
+22% +$1.56K 0.01% 322
2025
Q3 		$6.8K Hold
67
– – ﹤0.01% 322
2025
Q2 		$5.7K Buy
+67
New +$4.84K ﹤0.01% 330

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

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

IMG Wealth Management increased its Citigroup (C) stake by 198% in Q1 2026, buying an estimated $18.4K and bringing the position to 244 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #207.

IMG Wealth Management first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • IMG Wealth Management held 244 shares of Citigroup worth $27.7K as of Q1 2026.
  • IMG Wealth Management bought 162 Citigroup shares in Q1 2026, an estimated $18.4K.
  • Citigroup made up 0.02% of IMG Wealth Management's portfolio in Q1 2026, its #207 holding.
  • IMG Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.