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Leo Wealth LLC’s Citigroup C Stock Holding History

Leo Wealth LLC’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 		$991K Buy
8,739
+296
+4% +$33.7K 0.07% 185
2025
Q4 		$985K Buy
8,443
+496
+6% +$51.5K 0.07% 179
2025
Q3 		$807K Sell
7,947
-2,824
-26% -$268K 0.1% 142
2025
Q2 		$917K Buy
10,771
+3,041
+39% +$220K 0.07% 175
2025
Q1 		$549K Sell
7,730
-2,272
-23% -$173K 0.08% 166
2024
Q4 		$704K Buy
10,002
+75
+0.8% +$5.05K 0.06% 193
2024
Q3 		$621K Sell
9,927
-693
-7% -$42.9K 0.06% 200
2024
Q2 		$674K Sell
10,620
-1,392
-12% -$85.8K 0.07% 189
2024
Q1 		$760K Sell
12,012
-2,987
-20% -$166K 0.08% 175
2023
Q4 		$793K Buy
+14,999
New +$664K 0.08% 156

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's C Position: Q1 2026 in Review

Leo Wealth LLC increased its Citigroup (C) stake by 3.5% in Q1 2026, buying an estimated $33.7K and bringing the position to 8,739 shares worth $991K. The position accounts for 0.07% of the portfolio, ranked #185.

Leo Wealth LLC first reported a position in C in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Leo Wealth LLC held 8,739 shares of Citigroup worth $991K as of Q1 2026.
  • Leo Wealth LLC bought 296 Citigroup shares in Q1 2026, an estimated $33.7K.
  • Citigroup made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #185 holding.
  • Leo Wealth LLC first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.