Monetary Management Group’s Citigroup C Stock Holding History

Monetary Management Group’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	$156K	Hold	1,375	–	–	0.04%	212
2025 Q4	$160K	Hold	1,375	–	–	0.04%	206
2025 Q3	$140K	Hold	1,375	–	–	0.03%	215
2025 Q2	$117K	Sell	1,375 -250	-15%	-$18.1K	0.03%	223
2025 Q1	$115K	Hold	1,625	–	–	0.03%	225
2024 Q4	$114K	Hold	1,625	–	–	0.03%	225
2024 Q3	$102K	Hold	1,625	–	–	0.03%	229
2024 Q2	$103K	Hold	1,625	–	–	0.03%	228
2024 Q1	$103K	Hold	1,625	–	–	0.03%	226
2023 Q4	$83.6K	Hold	1,625	–	–	0.03%	230
2023 Q3	$66.8K	Sell	1,625 -270	-14%	-$11.8K	0.02%	230
2023 Q2	$87.2K	Hold	1,895	–	–	0.03%	228
2023 Q1	$88.9K	Hold	1,895	–	–	0.03%	227
2022 Q4	$85.7K	Hold	1,895	–	–	0.03%	227
2022 Q3	$79K	Hold	1,895	–	–	0.03%	230
2022 Q2	$87K	Buy	1,895 +750	+66%	+$37.5K	0.03%	220
2022 Q1	$61K	Hold	1,145	–	–	0.02%	255
2021 Q4	$69K	Hold	1,145	–	–	0.02%	251
2021 Q3	$80K	Buy	1,145 +500	+78%	+$35K	0.02%	240
2021 Q2	$46K	Sell	645 -91	-12%	-$6.73K	0.01%	252
2021 Q1	$54K	Hold	736	–	–	0.02%	236
2020 Q4	$45K	Sell	736 -1,000	-58%	-$50.8K	0.01%	237
2020 Q3	$75K	Hold	1,736	–	–	0.03%	197
2020 Q2	$89K	Sell	1,736 -1,000	-37%	-$47.4K	0.03%	187
2020 Q1	$115K	Sell	2,736 -125	-4%	-$8.39K	0.05%	158
2019 Q4	$229K	Buy	2,861 +261	+10%	+$19.3K	0.08%	153
2019 Q3	$180K	Sell	2,600 -3,175	-55%	-$216K	0.07%	170
2019 Q2	$404K	Hold	5,775	–	–	0.16%	123
2019 Q1	$359K	Buy	5,775 +250	+5%	+$15.5K	0.14%	125
2018 Q4	$288K	Sell	5,525 -250	-4%	-$15.8K	0.13%	125
2018 Q3	$414K	Sell	5,775 -870	-13%	-$61.5K	0.16%	116
2018 Q2	$445K	Hold	6,645	–	–	0.18%	109
2018 Q1	$449K	Sell	6,645 -350	-5%	-$26.3K	0.19%	107
2017 Q4	$520K	Buy	6,995 +500	+8%	+$37K	0.21%	94
2017 Q3	$472K	Buy	6,495 +425	+7%	+$29K	0.2%	98
2017 Q2	$406K	Buy	6,070 +1,200	+25%	+$73.6K	0.17%	117
2017 Q1	$291K	Buy	4,870 +2,550	+110%	+$151K	0.13%	130
2016 Q4	$138K	Buy	2,320 +2,020	+673%	+$109K	0.06%	163
2016 Q3	$14K	Hold	300	–	–	0.01%	295
2016 Q2	$13K	Hold	300	–	–	0.01%	297
2016 Q1	$13K	Hold	300	–	–	0.01%	297
2015 Q4	$16K	Hold	300	–	–	0.01%	289
2015 Q3	$15K	Hold	300	–	–	0.01%	298
2015 Q2	$17K	Hold	300	–	–	0.01%	310
2015 Q1	$15K	Sell	300 -200	-40%	-$10.2K	0.01%	331
2014 Q4	$27K	Sell	500 -350	-41%	-$18.6K	0.01%	299
2014 Q3	$44K	Sell	850 -100	-11%	-$5.03K	0.02%	268
2014 Q2	$45K	Buy	950 +150	+19%	+$7.13K	0.02%	266
2014 Q1	$38K	Buy	+800	New	+$39.8K	0.02%	237

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

Monetary Management Group's C Position: Q1 2026 in Review

Monetary Management Group held its Citigroup (C) position steady in Q1 2026 at 1,375 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #212.

Monetary Management Group first reported a position in C in Q1 2014 and has held it in 49 quarters since. The position peaked at $520K in Q4 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Monetary Management Group held 1,375 shares of Citigroup worth $156K as of Q1 2026.
Monetary Management Group left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.04% of Monetary Management Group's portfolio in Q1 2026, its #212 holding.
Monetary Management Group first reported a position in Citigroup in Q1 2014 and has held it in 49 quarters since.
Monetary Management Group's Citigroup position peaked at $520K in Q4 2017.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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