M Holdings Securities’s Citigroup C Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-27,676	Closed	-$1.3M	–	249
2023 Q1	$1.3M	Buy	+27,676	New	+$1.36M	0.13%	123

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

M Holdings Securities's C Position: Q1 2026 in Review

M Holdings Securities reduced its Citigroup (C) stake by 5.1% in Q1 2026, selling an estimated $100K and leaving 16,452 shares worth $2.05M. The position accounts for 0.14% of the portfolio, ranked #128.

M Holdings Securities first reported a position in C in Q4 2013 and has held it in 38 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

M Holdings Securities held 16,452 shares of Citigroup worth $2.05M as of Q1 2026.
M Holdings Securities sold 882 Citigroup shares in Q1 2026, an estimated $100K.
Citigroup made up 0.14% of M Holdings Securities's portfolio in Q1 2026, its #128 holding.
M Holdings Securities first reported a position in Citigroup in Q4 2013 and has held it in 38 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.