NewEdge Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.2M | Buy |
249,004
+41,436
| +20% | +$4.72M | 0.1% | 205 |
|
|
2025
Q4 | $24.2M | Buy |
207,568
+8,806
| +4% | +$914K | 0.09% | 215 |
|
|
2025
Q3 | $20.2M | Buy |
198,762
+2,895
| +1% | +$275K | 0.09% | 223 |
|
|
2025
Q2 | $16.7M | Buy |
195,867
+65,700
| +50% | +$4.75M | 0.09% | 239 |
|
|
2025
Q1 | $9.24M | Buy |
130,167
+5,831
| +5% | +$445K | 0.05% | 345 |
|
|
2024
Q4 | $8.75M | Buy |
124,336
+5,559
| +5% | +$375K | 0.05% | 340 |
|
|
2024
Q3 | $7.44M | Sell |
118,777
-8,344
| -7% | -$516K | 0.05% | 358 |
|
|
2024
Q2 | $8.07M | Buy |
127,121
+46,890
| +58% | +$2.89M | 0.06% | 317 |
|
|
2024
Q1 | $5.07M | Buy |
80,231
+9,068
| +13% | +$505K | 0.04% | 388 |
|
|
2023
Q4 | $3.74M | Sell |
71,163
-4,832
| -6% | -$214K | 0.04% | 442 |
|
|
2023
Q3 | $3.13M | Sell |
75,995
-29,731
| -28% | -$1.3M | 0.03% | 448 |
|
|
2023
Q2 | $4.87M | Buy |
105,726
+23,183
| +28% | +$1.09M | 0.06% | 323 |
|
|
2023
Q1 | $3.84M | Buy |
82,543
+2,479
| +3% | +$122K | 0.05% | 349 |
|
|
2022
Q4 | $2.08M | Buy |
80,064
+3,375
| +4% | +$153K | 0.06% | 327 |
|
|
2022
Q3 | $3.19M | Sell |
76,689
-4,126
| -5% | -$204K | 0.05% | 320 |
|
|
2022
Q2 | $3.72M | Buy |
80,815
+11,089
| +16% | +$555K | 0.06% | 293 |
|
|
2022
Q1 | $3.72M | Sell |
69,726
-7,819
| -10% | -$483K | 0.06% | 296 |
|
|
2021
Q4 | $4.68M | Buy |
77,545
+16,924
| +28% | +$1.13M | 0.07% | 260 |
|
|
2021
Q3 | $4.25M | Sell |
60,621
-9,854
| -14% | -$689K | 0.11% | 194 |
|
|
2021
Q2 | $4.99M | Buy |
70,475
+23,486
| +50% | +$1.74M | 0.13% | 164 |
|
|
2021
Q1 | $3.42M | Buy |
46,989
+7,960
| +20% | +$531K | 0.1% | 201 |
|
|
2020
Q4 | $2.41M | Buy |
39,029
+141
| +0.4% | +$7.17K | 0.08% | 226 |
|
|
2020
Q3 | $1.68M | Sell |
38,888
-32,777
| -46% | -$1.63M | 0.06% | 274 |
|
|
2020
Q2 | $3.66M | Buy |
71,665
+19,187
| +37% | +$910K | 0.14% | 141 |
|
|
2020
Q1 | $2.21M | Buy |
52,478
+12,475
| +31% | +$837K | 0.11% | 181 |
|
|
2019
Q4 | $3.19M | Buy |
40,003
+6,834
| +21% | +$505K | 0.13% | 176 |
|
|
2019
Q3 | $2.3M | Buy |
33,169
+7,538
| +29% | +$513K | 0.1% | 192 |
|
|
2019
Q2 | $1.79M | Buy |
25,631
+618
| +2% | +$41.4K | 0.11% | 189 |
|
|
2019
Q1 | $1.56M | Sell |
25,013
-532
| -2% | -$33K | 0.1% | 206 |
|
|
2018
Q4 | $1.33K | Buy |
25,545
+4,840
| +23% | +$306K | 0.09% | 202 |
|
|
2018
Q3 | $1.49M | Sell |
20,705
-1,938
| -9% | -$137K | 0.11% | 180 |
|
|
2018
Q2 | $1.52K | Buy |
22,643
+4,399
| +24% | +$303K | 0.14% | 162 |
|
|
2018
Q1 | $1.24M | Buy |
18,244
+2,332
| +15% | +$175K | 0.14% | 167 |
|
|
2017
Q4 | $1.19M | Buy |
15,912
+4,709
| +42% | +$348K | 0.16% | 146 |
|
|
2017
Q3 | $845K | Buy |
11,203
+4,199
| +60% | +$287K | 0.13% | 166 |
|
|
2017
Q2 | $474K | Buy |
+7,004
| New | +$430K | 0.08% | 194 |
|
Other funds holding C
VCM
VPM
NewEdge Advisors's C Position: Q1 2026 in Review
NewEdge Advisors increased its Citigroup (C) stake by 20% in Q1 2026, buying an estimated $4.72M and bringing the position to 249,004 shares worth $28.2M. The position accounts for 0.1% of the portfolio, ranked #205.
NewEdge Advisors first reported a position in C in Q2 2017 and has held it in 36 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- NewEdge Advisors held 249,004 shares of Citigroup worth $28.2M as of Q1 2026.
- NewEdge Advisors bought 41,436 Citigroup shares in Q1 2026, an estimated $4.72M.
- Citigroup made up 0.1% of NewEdge Advisors's portfolio in Q1 2026, its #205 holding.
- NewEdge Advisors first reported a position in Citigroup in Q2 2017 and has held it in 36 quarters since.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.