Parkwoods Wealth Partners’s Citigroup C Stock Holding History

Parkwoods Wealth Partners’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	$237K	Buy	+2,087	New	+$238K	0.06%	95

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

Parkwoods Wealth Partners's C Position: Q1 2026 in Review

Parkwoods Wealth Partners opened a new position in Citigroup (C) in Q1 2026: 2,087 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #95 among its holdings.

2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Parkwoods Wealth Partners held 2,087 shares of Citigroup worth $237K as of Q1 2026.
Citigroup was a new Parkwoods Wealth Partners position in Q1 2026.
Citigroup made up 0.06% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #95 holding.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.