Optimize Financial’s Citigroup C Stock Holding History

Optimize Financial’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	–	Sell	-4,791	Closed	-$559K	–	323
2025 Q4	$559K	Buy	4,791 +68	+1%	+$7.06K	0.28%	97
2025 Q3	$479K	Buy	+4,723	New	+$448K	0.25%	121

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

Optimize Financial's C Position: Q1 2026 in Review

Optimize Financial sold out of Citigroup (C) in Q1 2026, closing a stake of 4,791 shares — an estimated $559K sold.

Optimize Financial first reported a position in C in Q3 2025 and held it in 2 quarters. The position peaked at $559K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Optimize Financial reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 4,791 Citigroup shares in Q1 2026, an estimated $559K.
Optimize Financial first reported a position in Citigroup in Q3 2025 and held it in 2 quarters.
Optimize Financial's Citigroup position peaked at $559K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.