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New World Advisors’s Citigroup C Stock Holding History

New World 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 		$274K Sell
2,420
-344
-12% -$39.2K 0.05% 60
2025
Q4 		$323K Buy
2,764
+345
+14% +$35.8K 0.06% 56
2025
Q3 		$246K Buy
+2,419
New +$230K 0.04% 63

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New World Advisors's C Position: Q1 2026 in Review

New World Advisors reduced its Citigroup (C) stake by 12% in Q1 2026, selling an estimated $39.2K and leaving 2,420 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #60.

New World Advisors first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • New World Advisors held 2,420 shares of Citigroup worth $274K as of Q1 2026.
  • New World Advisors sold 344 Citigroup shares in Q1 2026, an estimated $39.2K.
  • Citigroup made up 0.05% of New World Advisors's portfolio in Q1 2026, its #60 holding.
  • New World Advisors first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • New World Advisors's Citigroup position peaked at $323K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.