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Marks Group Wealth Management’s Citigroup C Stock Holding History

Marks Group Wealth Management’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 		$233K Sell
2,058
-25
-1% -$2.85K 0.02% 320
2025
Q4 		$243K Sell
2,083
-118
-5% -$12.3K 0.02% 310
2025
Q3 		$223K Buy
+2,201
New +$209K 0.02% 282

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

Marks Group Wealth Management's C Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Citigroup (C) stake by 1.2% in Q1 2026, selling an estimated $2.85K and leaving 2,058 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #320.

Marks Group Wealth Management first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Marks Group Wealth Management held 2,058 shares of Citigroup worth $233K as of Q1 2026.
  • Marks Group Wealth Management sold 25 Citigroup shares in Q1 2026, an estimated $2.85K.
  • Citigroup made up 0.02% of Marks Group Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Marks Group Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Marks Group Wealth Management's Citigroup position peaked at $243K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.