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Latitude Advisors’s Citigroup C Stock Holding History

Latitude Advisors’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
-1,998
Closed -$233K – 217
2025
Q4 		$233K Sell
1,998
-22
-1% -$2.29K 0.1% 201
2025
Q3 		$205K Buy
+2,020
New +$192K 0.09% 212
2024
Q2 		– Sell
-3,474
Closed -$220K – 182
2024
Q1 		$220K Buy
+3,474
New +$193K 0.14% 160

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

Latitude Advisors's C Position: Q1 2026 in Review

Latitude Advisors sold out of Citigroup (C) in Q1 2026, closing a stake of 1,998 shares — an estimated $233K sold.

Latitude Advisors first reported a position in C in Q1 2024 and held it in 3 quarters. The position peaked at $233K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Latitude Advisors reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Latitude Advisors sold 1,998 Citigroup shares in Q1 2026, an estimated $233K.
  • Latitude Advisors first reported a position in Citigroup in Q1 2024 and held it in 3 quarters.
  • Latitude Advisors's Citigroup position peaked at $233K in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.