Paragon Private Wealth Management’s Citigroup C Stock Holding History

Paragon Private Wealth Management’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	$353K	Buy	3,117 +246	+9%	+$28K	0.11%	173
2025 Q4	$335K	Buy	2,871 +235	+9%	+$24.4K	0.1%	170
2025 Q3	$268K	Buy	+2,636	New	+$250K	0.09%	190
2022 Q1	–	Sell	-3,411	Closed	-$206K	–	113
2021 Q4	$206K	Buy	+3,411	New	+$227K	0.18%	105

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

Paragon Private Wealth Management's C Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Citigroup (C) stake by 8.6% in Q1 2026, buying an estimated $28K and bringing the position to 3,117 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #173.

Paragon Private Wealth Management first reported a position in C in Q4 2021 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Paragon Private Wealth Management held 3,117 shares of Citigroup worth $353K as of Q1 2026.
Paragon Private Wealth Management bought 246 Citigroup shares in Q1 2026, an estimated $28K.
Citigroup made up 0.11% of Paragon Private Wealth Management's portfolio in Q1 2026, its #173 holding.
Paragon Private Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 4 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.