Money Concepts Capital’s Citigroup C Stock Holding History

Money Concepts Capital’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	$309K	Buy	2,721 +191	+8%	+$21.8K	0.02%	464
2025 Q4	$295K	Buy	2,530 +136	+6%	+$14.1K	0.02%	434
2025 Q3	$243K	Buy	+2,394	New	+$227K	0.02%	422
2023 Q1	–	Sell	-7,542	Closed	-$341K	–	821
2022 Q4	$341K	Buy	7,542 +7,292	+2,917%	+$331K	0.02%	525
2022 Q3	$10K	Buy	250 +98	+64%	+$4.84K	﹤0.01%	1046
2022 Q2	$7K	Sell	152 -3,282	-96%	-$164K	﹤0.01%	1088
2022 Q1	$183K	Buy	+3,434	New	+$212K	0.01%	773
2021 Q1	$45K	Buy	+623	New	+$41.6K	﹤0.01%	578

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

Money Concepts Capital's C Position: Q1 2026 in Review

Money Concepts Capital increased its Citigroup (C) stake by 7.5% in Q1 2026, buying an estimated $21.8K and bringing the position to 2,721 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #464.

Money Concepts Capital first reported a position in C in Q1 2021 and has held it in 8 quarters since. The position peaked at $341K in Q4 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Money Concepts Capital held 2,721 shares of Citigroup worth $309K as of Q1 2026.
Money Concepts Capital bought 191 Citigroup shares in Q1 2026, an estimated $21.8K.
Citigroup made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #464 holding.
Money Concepts Capital first reported a position in Citigroup in Q1 2021 and has held it in 8 quarters since.
Money Concepts Capital's Citigroup position peaked at $341K in Q4 2022.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.