Inspire Trust Company’s Citigroup C Stock Holding History

Inspire Trust Company’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	$7.94M	Hold	70,000	–	–	1.23%	19
2025 Q4	$8.17M	Sell	70,000 -10,000	-13%	-$1.04M	1.34%	17
2025 Q3	$8.12M	Hold	80,000	–	–	1.48%	16
2025 Q2	$6.81M	Hold	80,000	–	–	1.4%	15
2025 Q1	$5.68M	Hold	80,000	–	–	1.35%	16
2024 Q4	$5.63M	Buy	80,000 +2,494	+3%	+$168K	1.44%	16
2024 Q3	$4.85M	Buy	77,506 +20,000	+35%	+$1.24M	1.34%	19
2024 Q2	$3.65M	Buy	57,506 +20,500	+55%	+$1.26M	1.2%	19
2024 Q1	$2.34M	Buy	37,006 +17,358	+88%	+$966K	1.31%	17
2023 Q4	$1.01M	Buy	+19,648	New	+$870K	1.04%	22

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

Inspire Trust Company's C Position: Q1 2026 in Review

Inspire Trust Company held its Citigroup (C) position steady in Q1 2026 at 70,000 shares worth $7.94M. The position accounts for 1.23% of the portfolio, ranked #19.

Inspire Trust Company first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.17M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Inspire Trust Company held 70,000 shares of Citigroup worth $7.94M as of Q1 2026.
Inspire Trust Company left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 1.23% of Inspire Trust Company's portfolio in Q1 2026, its #19 holding.
Inspire Trust Company first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
Inspire Trust Company's Citigroup position peaked at $8.17M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.