Journey Strategic Wealth’s Citigroup C Stock Holding History

Journey Strategic 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	$1.91M	Buy	16,805 +3,718	+28%	+$423K	0.05%	106
2025 Q4	$1.53M	Buy	13,087 +498	+4%	+$51.7K	0.04%	127
2025 Q3	$1.28M	Buy	12,589 +788	+7%	+$74.8K	0.04%	138
2025 Q2	$1M	Buy	11,801 +4,364	+59%	+$315K	0.03%	168
2025 Q1	$528K	Buy	7,437 +397	+6%	+$30.3K	0.02%	218
2024 Q4	$496K	Sell	7,040 -1,108	-14%	-$74.7K	0.02%	219
2024 Q3	$510K	Sell	8,148 -6,553	-45%	-$405K	0.02%	213
2024 Q2	$933K	Buy	14,701 +10,854	+282%	+$669K	0.04%	98
2024 Q1	$243K	Buy	+3,847	New	+$214K	0.01%	232
2023 Q2	–	Sell	-7,243	Closed	-$340K	–	213
2023 Q1	$340K	Buy	7,243 +2,213	+44%	+$109K	0.04%	139
2022 Q4	$228K	Buy	5,030 +172	+4%	+$7.81K	0.03%	185
2022 Q3	$203K	Buy	+4,858	New	+$240K	0.03%	155
2022 Q2	–	Sell	-4,583	Closed	-$244K	–	140
2022 Q1	$244K	Sell	4,583 -5,511	-55%	-$340K	0.03%	122
2021 Q4	$610K	Buy	+10,094	New	+$671K	0.06%	58

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

Journey Strategic Wealth's C Position: Q1 2026 in Review

Journey Strategic Wealth increased its Citigroup (C) stake by 28% in Q1 2026, buying an estimated $423K and bringing the position to 16,805 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #106.

Journey Strategic Wealth first reported a position in C in Q4 2021 and has held it in 14 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Journey Strategic Wealth held 16,805 shares of Citigroup worth $1.91M as of Q1 2026.
Journey Strategic Wealth bought 3,718 Citigroup shares in Q1 2026, an estimated $423K.
Citigroup made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #106 holding.
Journey Strategic Wealth first reported a position in Citigroup in Q4 2021 and has held it in 14 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.