Investmark Advisory Group’s Citigroup C Stock Holding History

Investmark Advisory Group’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	$271K	Buy	2,388 +12	+0.5%	+$1.37K	0.12%	113
2025 Q4	$277K	Buy	2,376 +14	+0.6%	+$1.45K	0.12%	112
2025 Q3	$240K	Buy	+2,362	New	+$224K	0.1%	123
2024 Q2	–	Sell	-3,623	Closed	-$229K	–	116
2024 Q1	$229K	Buy	+3,623	New	+$202K	0.13%	106
2023 Q2	–	Sell	-7,055	Closed	-$331K	–	106
2023 Q1	$331K	Buy	+7,055	New	+$346K	0.24%	72
2022 Q4	–	Sell	-7,528	Closed	-$313K	–	108
2022 Q3	$313K	Buy	7,528 +329	+5%	+$16.3K	0.28%	64
2022 Q2	$331K	Buy	7,199 +61	+0.9%	+$3.05K	0.33%	49
2022 Q1	$381K	Buy	7,138 +50	+0.7%	+$3.09K	0.39%	48
2021 Q4	$428K	Buy	+7,088	New	+$471K	0.4%	42

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

Investmark Advisory Group's C Position: Q1 2026 in Review

Investmark Advisory Group increased its Citigroup (C) stake by 0.51% in Q1 2026, buying an estimated $1.37K and bringing the position to 2,388 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #113.

Investmark Advisory Group first reported a position in C in Q4 2021 and has held it in 9 quarters since. The position peaked at $428K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Investmark Advisory Group held 2,388 shares of Citigroup worth $271K as of Q1 2026.
Investmark Advisory Group bought 12 Citigroup shares in Q1 2026, an estimated $1.37K.
Citigroup made up 0.12% of Investmark Advisory Group's portfolio in Q1 2026, its #113 holding.
Investmark Advisory Group first reported a position in Citigroup in Q4 2021 and has held it in 9 quarters since.
Investmark Advisory Group's Citigroup position peaked at $428K in Q4 2021.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.