Madison Wealth Partners’s Citigroup C Stock Holding History

Madison Wealth Partners’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	$371K	Buy	3,267 +27	+0.8%	+$3.08K	0.06%	144
2025 Q4	$378K	Sell	3,240 -145	-4%	-$15.1K	0.07%	130
2025 Q3	$344K	Buy	3,385 +3	+0.1%	+$285	0.07%	119
2025 Q2	$288K	Buy	3,382 +43	+1%	+$3.11K	0.06%	125
2025 Q1	$237K	Sell	3,339 -1,699	-34%	-$130K	0.06%	134
2024 Q4	$355K	Sell	5,038 -7	-0.1%	-$472	0.1%	102
2024 Q3	$316K	Sell	5,045 -46	-0.9%	-$2.85K	0.09%	111
2024 Q2	$323K	Buy	5,091 +3	+0.1%	+$185	0.11%	88
2024 Q1	$322K	Sell	5,088 -746	-13%	-$41.5K	0.12%	91
2023 Q4	$300K	Buy	+5,834	New	+$258K	0.12%	92

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 $336B AUM 34.66% 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

Madison Wealth Partners's C Position: Q1 2026 in Review

Madison Wealth Partners increased its Citigroup (C) stake by 0.83% in Q1 2026, buying an estimated $3.08K and bringing the position to 3,267 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #144.

Madison Wealth Partners first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $378K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Madison Wealth Partners held 3,267 shares of Citigroup worth $371K as of Q1 2026.
Madison Wealth Partners bought 27 Citigroup shares in Q1 2026, an estimated $3.08K.
Citigroup made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #144 holding.
Madison Wealth Partners first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
Madison Wealth Partners's Citigroup position peaked at $378K in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.