Kaufman Rossin Wealth’s Citigroup C Stock Holding History

Kaufman Rossin 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	–	Sell	-2,012	Closed	-$235K	–	112
2025 Q4	$235K	Sell	2,012 -1,120	-36%	-$116K	0.12%	136
2025 Q3	$318K	Buy	3,132 +11	+0.4%	+$1.04K	0.17%	89
2025 Q2	$266K	Sell	3,121 -3,990	-56%	-$288K	0.17%	93
2025 Q1	$505K	Buy	+7,111	New	+$542K	0.36%	41

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

Kaufman Rossin Wealth's C Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Citigroup (C) in Q1 2026, closing a stake of 2,012 shares — an estimated $235K sold.

Kaufman Rossin Wealth first reported a position in C in Q1 2025 and held it in 4 quarters. The position peaked at $505K in Q1 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 2,012 Citigroup shares in Q1 2026, an estimated $235K.
Kaufman Rossin Wealth first reported a position in Citigroup in Q1 2025 and held it in 4 quarters.
Kaufman Rossin Wealth's Citigroup position peaked at $505K in Q1 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.