Opal Wealth Advisors’s Citigroup C Stock Holding History

Opal Wealth 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	$578K	Sell	5,094 -128	-2%	-$14.6K	0.13%	88
2025 Q4	$609K	Sell	5,222 -169	-3%	-$17.6K	0.16%	86
2025 Q3	$547K	Sell	5,391 -1,810	-25%	-$172K	0.15%	88
2025 Q2	$613K	Buy	7,201 +591	+9%	+$42.7K	0.17%	71
2025 Q1	$469K	Buy	6,610 +109	+2%	+$8.31K	0.14%	83
2024 Q4	$458K	Buy	6,501 +326	+5%	+$22K	0.14%	96
2024 Q3	$387K	Buy	6,175 +1,730	+39%	+$107K	0.12%	97
2024 Q2	$282K	Buy	+4,445	New	+$274K	0.09%	127

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

Opal Wealth Advisors's C Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Citigroup (C) stake by 2.5% in Q1 2026, selling an estimated $14.6K and leaving 5,094 shares worth $578K. The position accounts for 0.13% of the portfolio, ranked #88.

Opal Wealth Advisors first reported a position in C in Q2 2024 and has held it in 8 quarters since. The position peaked at $613K in Q2 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Opal Wealth Advisors held 5,094 shares of Citigroup worth $578K as of Q1 2026.
Opal Wealth Advisors sold 128 Citigroup shares in Q1 2026, an estimated $14.6K.
Citigroup made up 0.13% of Opal Wealth Advisors's portfolio in Q1 2026, its #88 holding.
Opal Wealth Advisors first reported a position in Citigroup in Q2 2024 and has held it in 8 quarters since.
Opal Wealth Advisors's Citigroup position peaked at $613K in Q2 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.