Modus Advisors’s Citigroup C Stock Holding History

Modus Advisors’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	-200	Closed	-$23.3K	–	146
2025 Q4	$23.3K	Buy	+200	New	+$20.8K	0.01%	225
2025 Q1	–	Sell	-200	Closed	-$14.1K	–	133
2024 Q4	$14.1K	Buy	+200	New	+$13.5K	﹤0.01%	210
2021 Q3	–	Sell	-200	Closed	-$14K	–	122
2021 Q2	$14K	Buy	+200	New	+$14.8K	0.01%	202
2020 Q3	–	Sell	-200	Closed	-$10K	–	104
2020 Q2	$10K	Buy	+200	New	+$9.49K	0.01%	171

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

Modus Advisors's C Position: Q1 2026 in Review

Modus Advisors sold out of Citigroup (C) in Q1 2026, closing a stake of 200 shares — an estimated $23.3K sold.

Modus Advisors first reported a position in C in Q2 2020 and held it in 4 quarters. The position peaked at $23.3K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

Modus Advisors reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 200 Citigroup shares in Q1 2026, an estimated $23.3K.
Modus Advisors first reported a position in Citigroup in Q2 2020 and held it in 4 quarters.
Modus Advisors's Citigroup position peaked at $23.3K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.