MFG Wealth Management’s Citigroup C Stock Holding History

MFG 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	-30,572	Closed	-$3.57M	–	64
2025 Q4	$3.57M	Sell	30,572 -2,969	-9%	-$308K	2.78%	5
2025 Q3	$3.4M	Sell	33,541 -6,915	-17%	-$656K	2.57%	7
2025 Q2	$3.44M	Buy	40,456 +266	+0.7%	+$19.2K	2.9%	7
2025 Q1	$2.85M	Sell	40,190 -7,142	-15%	-$545K	2.73%	6
2024 Q4	$3.33M	Buy	+47,332	New	+$3.19M	3.05%	5

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

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

MFG Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 30,572 shares — an estimated $3.57M sold.

MFG Wealth Management first reported a position in C in Q4 2024 and held it in 5 quarters. The position peaked at $3.57M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

MFG Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
MFG Wealth Management sold 30,572 Citigroup shares in Q1 2026, an estimated $3.57M.
MFG Wealth Management first reported a position in Citigroup in Q4 2024 and held it in 5 quarters.
MFG Wealth Management's Citigroup position peaked at $3.57M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on MFG Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.