Integrated Wealth Concepts’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3M | Buy |
143,995
+51,535
| +56% | +$5.87M | 0.13% | 156 |
|
|
2025
Q4 | $10.8M | Sell |
92,460
-20,099
| -18% | -$2.09M | 0.13% | 151 |
|
|
2025
Q3 | $11.4M | Sell |
112,559
-7,395
| -6% | -$702K | 0.1% | 188 |
|
|
2025
Q2 | $10.2M | Buy |
119,954
+3,564
| +3% | +$258K | 0.1% | 184 |
|
|
2025
Q1 | $8.26M | Buy |
116,390
+943
| +0.8% | +$71.9K | 0.1% | 208 |
|
|
2024
Q4 | $8.13M | Buy |
115,447
+5,333
| +5% | +$359K | 0.09% | 207 |
|
|
2024
Q3 | $6.89M | Sell |
110,114
-7,263
| -6% | -$449K | 0.08% | 225 |
|
|
2024
Q2 | $7.45M | Sell |
117,377
-1,237
| -1% | -$76.3K | 0.1% | 203 |
|
|
2024
Q1 | $7.5M | Buy |
118,614
+564
| +0.5% | +$31.4K | 0.11% | 205 |
|
|
2023
Q4 | $6.07M | Sell |
118,050
-42,620
| -27% | -$1.89M | 0.1% | 215 |
|
|
2023
Q3 | $6.61M | Buy |
160,670
+2,860
| +2% | +$126K | 0.12% | 191 |
|
|
2023
Q2 | $7.27M | Buy |
157,810
+5,810
| +4% | +$272K | 0.12% | 176 |
|
|
2023
Q1 | $7.13M | Buy |
152,000
+49,233
| +48% | +$2.42M | 0.15% | 155 |
|
|
2022
Q4 | $4.65M | Sell |
102,767
-9,766
| -9% | -$444K | 0.13% | 168 |
|
|
2022
Q3 | $4.69M | Sell |
112,533
-11,917
| -10% | -$589K | 0.15% | 142 |
|
|
2022
Q2 | $5.72M | Buy |
124,450
+28,037
| +29% | +$1.4M | 0.18% | 123 |
|
|
2022
Q1 | $5.15M | Buy |
96,413
+1,735
| +2% | +$107K | 0.16% | 125 |
|
|
2021
Q4 | $5.72M | Buy |
94,678
+272
| +0.3% | +$18.1K | 0.17% | 108 |
|
|
2021
Q3 | $6.63M | Buy |
94,406
+5,900
| +7% | +$412K | 0.22% | 94 |
|
|
2021
Q2 | $6.26M | Buy |
88,506
+109
| +0.1% | +$8.06K | 0.22% | 94 |
|
|
2021
Q1 | $6.43M | Sell |
88,397
-15,188
| -15% | -$1.01M | 0.26% | 79 |
|
|
2020
Q4 | $6.39M | Buy |
103,585
+122
| +0.1% | +$6.2K | 0.3% | 72 |
|
|
2020
Q3 | $4.46M | Buy |
103,463
+60,870
| +143% | +$3.03M | 0.27% | 76 |
|
|
2020
Q2 | $2.18M | Buy |
42,593
+8,050
| +23% | +$382K | 0.16% | 107 |
|
|
2020
Q1 | $1.46M | Buy |
34,543
+4,078
| +13% | +$274K | 0.13% | 109 |
|
|
2019
Q4 | $2.43M | Buy |
30,465
+18,246
| +149% | +$1.35M | 0.21% | 90 |
|
|
2019
Q3 | $844K | Buy |
12,219
+2,591
| +27% | +$176K | 0.09% | 141 |
|
|
2019
Q2 | $645K | Buy |
9,628
+2,807
| +41% | +$188K | 0.08% | 154 |
|
|
2019
Q1 | $424K | Buy |
6,821
+1,354
| +25% | +$84.1K | 0.07% | 189 |
|
|
2018
Q4 | $285K | Buy |
5,467
+1,481
| +37% | +$93.8K | 0.08% | 198 |
|
|
2018
Q3 | $287K | Buy |
3,986
+788
| +25% | +$55.7K | 0.09% | 182 |
|
|
2018
Q2 | $215K | Buy |
+3,198
| New | +$220K | 0.07% | 201 |
|
Other funds holding C
VCM
VPM
Integrated Wealth Concepts's C Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Citigroup (C) stake by 56% in Q1 2026, buying an estimated $5.87M and bringing the position to 143,995 shares worth $16.3M. The position accounts for 0.13% of the portfolio, ranked #156.
Integrated Wealth Concepts first reported a position in C in Q2 2018 and has held it in 32 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Integrated Wealth Concepts held 143,995 shares of Citigroup worth $16.3M as of Q1 2026.
- Integrated Wealth Concepts bought 51,535 Citigroup shares in Q1 2026, an estimated $5.87M.
- Citigroup made up 0.13% of Integrated Wealth Concepts's portfolio in Q1 2026, its #156 holding.
- Integrated Wealth Concepts first reported a position in Citigroup in Q2 2018 and has held it in 32 quarters since.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.