NWF Advisory Services’s Citigroup C Stock Holding History

NWF Advisory Services’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
2024 Q3	–	Sell	-1,600	Closed	-$27K	–	347
2024 Q2	$27K	Sell	1,600 -500	-24%	-$30.8K	﹤0.01%	316
2024 Q1	$38.2K	Hold	2,100	–	–	0.01%	324
2023 Q4	$19.7K	Sell	2,100 -200	-9%	-$8.85K	﹤0.01%	295
2023 Q3	$9.1K	Buy	2,300 +1,500	+188%	+$65.8K	﹤0.01%	288
2023 Q2	$2.95K	Hold	800	–	–	﹤0.01%	284
2023 Q1	$2.95K	Buy	+800	New	+$39.3K	﹤0.01%	283

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

NWF Advisory Services's C Position: Q1 2026 in Review

NWF Advisory Services reduced its Citigroup (C) stake by 25% in Q1 2026, selling an estimated $2.66M and leaving 70,264 shares worth $7.97M. The position accounts for 0.9% of the portfolio, ranked #31.

NWF Advisory Services first reported a position in C in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.6M in Q4 2024. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

NWF Advisory Services held 70,264 shares of Citigroup worth $7.97M as of Q1 2026.
NWF Advisory Services sold 23,378 Citigroup shares in Q1 2026, an estimated $2.66M.
Citigroup made up 0.9% of NWF Advisory Services's portfolio in Q1 2026, its #31 holding.
NWF Advisory Services first reported a position in Citigroup in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Citigroup position peaked at $11.6M in Q4 2024.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.