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Inlet Private Wealth’s Citigroup C Stock Holding History

Inlet Private Wealth’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 		$9.6M Sell
84,680
-8,900
-10% -$1.01M 2.45% 9
2025
Q4 		$10.9M Sell
93,580
-6,050
-6% -$628K 2.53% 9
2025
Q3 		$10.1M Hold
99,630
– – 2.28% 9
2025
Q2 		$8.48M Sell
99,630
-300
-0.3% -$21.7K 2.08% 10
2025
Q1 		$7.09M Buy
99,930
+100
+0.1% +$7.63K 1.84% 15
2024
Q4 		$7.03M Sell
99,830
-1,550
-2% -$104K 1.86% 11
2024
Q3 		$6.35M Sell
101,380
-500
-0.5% -$30.9K 1.61% 19
2024
Q2 		$6.47M Buy
101,880
+300
+0.3% +$18.5K 1.77% 14
2024
Q1 		$6.42M Sell
101,580
-200
-0.2% -$11.1K 1.79% 17
2023
Q4 		$5.24M Buy
101,780
+1,845
+2% +$81.7K 1.6% 23
2023
Q3 		$4.11M Sell
99,935
-825
-0.8% -$36.2K 1.35% 26
2023
Q2 		$4.64M Hold
100,760
– – 1.17% 26
2023
Q1 		$4.72M Sell
100,760
-3,700
-4% -$182K 1.23% 24
2022
Q4 		$4.72M Sell
104,460
-11,776
-10% -$535K 1.21% 24
2022
Q3 		$4.84M Buy
116,236
+9,687
+9% +$479K 1.44% 19
2022
Q2 		$4.9M Buy
106,549
+870
+0.8% +$43.5K 1.4% 21
2022
Q1 		$5.64M Buy
105,679
+3,336
+3% +$206K 1.41% 19
2021
Q4 		$6.18M Buy
102,343
+17,100
+20% +$1.14M 1.5% 19
2021
Q3 		$5.98M Buy
85,243
+1,040
+1% +$72.7K 1.6% 17
2021
Q2 		$5.96M Buy
84,203
+8,750
+12% +$647K 1.56% 18
2021
Q1 		$5.49M Sell
75,453
-2,000
-3% -$134K 1.57% 18
2020
Q4 		$4.78M Sell
77,453
-3,365
-4% -$171K 1.56% 15
2020
Q3 		$3.48M Sell
80,818
-3,030
-4% -$151K 1.36% 20
2020
Q2 		$4.29M Sell
83,848
-70
-0.1% -$3.32K 1.71% 14
2020
Q1 		$3.54M Buy
83,918
+2,733
+3% +$183K 1.64% 15
2019
Q4 		$6.49M Buy
81,185
+1,415
+2% +$105K 2.15% 8
2019
Q3 		$5.51M Buy
79,770
+4,100
+5% +$279K 2.04% 10
2019
Q2 		$5.43M Buy
75,670
+2,345
+3% +$157K 1.95% 9
2019
Q1 		$4.56M Buy
73,325
+23,825
+48% +$1.48M 1.83% 12
2018
Q4 		$2.58M Buy
+49,500
New +$3.13M 1.39% 15

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

Inlet Private Wealth's C Position: Q1 2026 in Review

Inlet Private Wealth reduced its Citigroup (C) stake by 9.5% in Q1 2026, selling an estimated $1.01M and leaving 84,680 shares worth $9.6M. The position accounts for 2.45% of the portfolio, ranked #9.

Inlet Private Wealth first reported a position in C in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.9M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Inlet Private Wealth held 84,680 shares of Citigroup worth $9.6M as of Q1 2026.
  • Inlet Private Wealth sold 8,900 Citigroup shares in Q1 2026, an estimated $1.01M.
  • Citigroup made up 2.45% of Inlet Private Wealth's portfolio in Q1 2026, its #9 holding.
  • Inlet Private Wealth first reported a position in Citigroup in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Citigroup position peaked at $10.9M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.