Legacy Capital Group California’s Citigroup C Stock Holding History

Legacy Capital Group California’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	$2.28M	Sell	20,092 -5,267	-21%	-$600K	0.87%	14
2025 Q4	$2.96M	Buy	25,359 +218	+0.9%	+$22.6K	0.72%	21
2025 Q3	$2.55M	Buy	25,141 +42	+0.2%	+$3.98K	0.65%	24
2025 Q2	$2.14M	Sell	25,099 -687	-3%	-$49.7K	0.59%	26
2025 Q1	$1.83M	Buy	25,786 +10,213	+66%	+$779K	0.64%	24
2024 Q4	$1.1M	Sell	15,573 -106	-0.7%	-$7.14K	0.33%	63
2024 Q3	$982K	Sell	15,679 -917	-6%	-$56.7K	0.33%	74
2024 Q2	$1.05M	Buy	16,596 +169	+1%	+$10.4K	0.38%	63
2024 Q1	$1.04M	Sell	16,427 -284	-2%	-$15.8K	0.38%	69
2023 Q4	$860K	Buy	16,711 +1,896	+13%	+$83.9K	0.33%	81
2023 Q3	$609K	Buy	14,815 +67	+0.5%	+$2.94K	0.26%	116
2023 Q2	$679K	Buy	14,748 +446	+3%	+$20.9K	0.28%	105
2023 Q1	$671K	Buy	+14,302	New	+$702K	0.33%	97

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

Legacy Capital Group California's C Position: Q1 2026 in Review

Legacy Capital Group California reduced its Citigroup (C) stake by 21% in Q1 2026, selling an estimated $600K and leaving 20,092 shares worth $2.28M. The position accounts for 0.87% of the portfolio, ranked #14.

Legacy Capital Group California first reported a position in C in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Legacy Capital Group California held 20,092 shares of Citigroup worth $2.28M as of Q1 2026.
Legacy Capital Group California sold 5,267 Citigroup shares in Q1 2026, an estimated $600K.
Citigroup made up 0.87% of Legacy Capital Group California's portfolio in Q1 2026, its #14 holding.
Legacy Capital Group California first reported a position in Citigroup in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Citigroup position peaked at $2.96M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.