Mutual Advisors’s Citigroup C Stock Holding History

Mutual 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
2022 Q3	–	Sell	-1,000	Closed	-$7K	–	882
2022 Q2	$7K	Buy	+1,000	New	+$50K	﹤0.01%	835

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

Mutual Advisors's C Position: Q1 2026 in Review

Mutual Advisors increased its Citigroup (C) stake by 17% in Q1 2026, buying an estimated $353K and bringing the position to 21,168 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #339.

Mutual Advisors first reported a position in C in Q1 2018 and has held it in 32 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Mutual Advisors held 21,168 shares of Citigroup worth $2.4M as of Q1 2026.
Mutual Advisors bought 3,097 Citigroup shares in Q1 2026, an estimated $353K.
Citigroup made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #339 holding.
Mutual Advisors first reported a position in Citigroup in Q1 2018 and has held it in 32 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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