Meadowbrook Wealth Management’s Citigroup C Stock Holding History

Meadowbrook 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	–	Sell	-6,338	Closed	-$740K	–	67
2025 Q4	$740K	Buy	+6,338	New	+$658K	0.84%	32

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meadowbrook Wealth Management's C Position: Q1 2026 in Review

Meadowbrook Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 6,338 shares — an estimated $740K sold.

Meadowbrook Wealth Management first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $740K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

Meadowbrook Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Meadowbrook Wealth Management sold 6,338 Citigroup shares in Q1 2026, an estimated $740K.
Meadowbrook Wealth Management first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
Meadowbrook Wealth Management's Citigroup position peaked at $740K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.