Paces Ferry Wealth Advisors’s Citigroup C Stock Holding History

Paces Ferry 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	$236K	Sell	2,080 -216	-9%	-$24.6K	0.1%	115
2025 Q4	$268K	Sell	2,296 -38	-2%	-$3.95K	0.11%	106
2025 Q3	$237K	Buy	+2,334	New	+$221K	0.1%	108
2021 Q4	–	Sell	-3,619	Closed	-$254K	–	113
2021 Q3	$254K	Sell	3,619 -1	-0%	-$70	0.2%	98
2021 Q2	$256K	Buy	3,620 +3	+0.1%	+$222	0.2%	102
2021 Q1	$263K	Buy	+3,617	New	+$241K	0.23%	94
2020 Q4	–	Sell	-6,471	Closed	-$279K	–	268
2020 Q3	$279K	Buy	+6,471	New	+$322K	0.24%	78

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

Paces Ferry Wealth Advisors's C Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Citigroup (C) stake by 9.4% in Q1 2026, selling an estimated $24.6K and leaving 2,080 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #115.

Paces Ferry Wealth Advisors first reported a position in C in Q3 2020 and has held it in 7 quarters since. The position peaked at $279K in Q3 2020. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Paces Ferry Wealth Advisors held 2,080 shares of Citigroup worth $236K as of Q1 2026.
Paces Ferry Wealth Advisors sold 216 Citigroup shares in Q1 2026, an estimated $24.6K.
Citigroup made up 0.1% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #115 holding.
Paces Ferry Wealth Advisors first reported a position in Citigroup in Q3 2020 and has held it in 7 quarters since.
Paces Ferry Wealth Advisors's Citigroup position peaked at $279K in Q3 2020.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.