Klingman & Associates’s Citigroup C Stock Holding History

Klingman & Associates’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	$2.15M	Buy	18,984 +272	+1%	+$31K	0.1%	81
2025 Q4	$2.18M	Sell	18,712 -304	-2%	-$31.6K	0.11%	83
2025 Q3	$1.93M	Buy	19,016 +740	+4%	+$70.2K	0.1%	86
2025 Q2	$1.56M	Buy	18,276 +14,634	+402%	+$1.06M	0.09%	90
2025 Q1	$259K	Sell	3,642 -237	-6%	-$18.1K	0.02%	235
2024 Q4	$273K	Buy	3,879 +684	+21%	+$46.1K	0.02%	213
2024 Q3	$200K	Sell	3,195 -46	-1%	-$2.85K	0.01%	260
2024 Q2	$206K	Buy	+3,241	New	+$200K	0.01%	238
2017 Q2	–	Sell	-3,897	Closed	-$233K	–	96
2017 Q1	$233K	Sell	3,897 -1,236	-24%	-$73.1K	0.06%	87
2016 Q4	$305K	Sell	5,133 -659	-11%	-$35.6K	0.09%	75
2016 Q3	$274K	Hold	5,792	–	–	0.08%	80
2016 Q2	$246K	Sell	5,792 -5	-0.1%	-$221	0.08%	82
2016 Q1	$242K	Hold	5,797	–	–	0.09%	83
2015 Q4	$300K	Hold	5,797	–	–	0.11%	84
2015 Q3	$287K	Hold	5,797	–	–	0.11%	85
2015 Q2	$320K	Hold	5,797	–	–	0.13%	70
2015 Q1	$299K	Sell	5,797 -370	-6%	-$18.8K	0.12%	71
2014 Q4	$333K	Buy	+6,167	New	+$327K	0.14%	67

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

Klingman & Associates's C Position: Q1 2026 in Review

Klingman & Associates increased its Citigroup (C) stake by 1.5% in Q1 2026, buying an estimated $31K and bringing the position to 18,984 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #81.

Klingman & Associates first reported a position in C in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.18M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Klingman & Associates held 18,984 shares of Citigroup worth $2.15M as of Q1 2026.
Klingman & Associates bought 272 Citigroup shares in Q1 2026, an estimated $31K.
Citigroup made up 0.1% of Klingman & Associates's portfolio in Q1 2026, its #81 holding.
Klingman & Associates first reported a position in Citigroup in Q4 2014 and has held it in 18 quarters since.
Klingman & Associates's Citigroup position peaked at $2.18M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.