&Partners’s Citigroup C Stock Holding History

&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	$21.4M	Sell	188,343 -12,162	-6%	-$1.38M	0.11%	177
2025 Q4	$23.4M	Buy	200,505 +51,808	+35%	+$5.38M	0.12%	155
2025 Q3	$15.1M	Buy	148,697 +11,894	+9%	+$1.13M	0.1%	196
2025 Q2	$11.6M	Buy	136,803 +31,248	+30%	+$2.26M	0.09%	216
2025 Q1	$7.43M	Buy	105,555 +15,096	+17%	+$1.15M	0.08%	232
2024 Q4	$6.41M	Buy	90,459 +50,870	+128%	+$3.43M	0.08%	239
2024 Q3	$2.48M	Buy	39,589 +21,103	+114%	+$1.3M	0.05%	321
2024 Q2	$1.17M	Buy	18,486 +11,057	+149%	+$682K	0.05%	306
2024 Q1	$470K	Buy	+7,429	New	+$413K	0.06%	278

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

&Partners's C Position: Q1 2026 in Review

&Partners reduced its Citigroup (C) stake by 6.1% in Q1 2026, selling an estimated $1.38M and leaving 188,343 shares worth $21.4M. The position accounts for 0.11% of the portfolio, ranked #177.

&Partners first reported a position in C in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.4M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

&Partners held 188,343 shares of Citigroup worth $21.4M as of Q1 2026.
&Partners sold 12,162 Citigroup shares in Q1 2026, an estimated $1.38M.
Citigroup made up 0.11% of &Partners's portfolio in Q1 2026, its #177 holding.
&Partners first reported a position in Citigroup in Q1 2024 and has held it in 9 quarters since.
&Partners's Citigroup position peaked at $23.4M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.