JTWM
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Jackson Thornton Wealth Management’s Citigroup C Stock Holding History

Jackson Thornton 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 		$718K Buy
5,775
+805
+16% +$91.7K 0.06% 77
2025
Q4 		$609K Buy
4,970
+497
+11% +$51.6K 0.06% 90
2025
Q3 		$433K Buy
4,473
+1,661
+59% +$158K 0.04% 119
2025
Q2 		$241K Buy
+2,812
New +$203K 0.03% 110

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

Jackson Thornton Wealth Management's C Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Citigroup (C) stake by 16% in Q1 2026, buying an estimated $91.7K and bringing the position to 5,775 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #77.

Jackson Thornton 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.

  • Jackson Thornton Wealth Management held 5,775 shares of Citigroup worth $718K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 805 Citigroup shares in Q1 2026, an estimated $91.7K.
  • Citigroup made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Jackson Thornton 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 Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.