KWB Wealth’s Citigroup C Stock Holding History

KWB 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	-4,095	Closed	-$478K	–	168
2025 Q4	$478K	Buy	+4,095	New	+$425K	0.05%	108

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWB Wealth's C Position: Q1 2026 in Review

KWB Wealth sold out of Citigroup (C) in Q1 2026, closing a stake of 4,095 shares — an estimated $478K sold.

KWB Wealth first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $478K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold C as of Q1 2026.

KWB Wealth reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
KWB Wealth sold 4,095 Citigroup shares in Q1 2026, an estimated $478K.
KWB Wealth first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
KWB Wealth's Citigroup position peaked at $478K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on KWB Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.