Peddock Capital Advisors’s Citigroup C Stock Holding History

Peddock Capital 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	$250K	Hold	2,200	–	–	0.06%	139
2025 Q4	$257K	Hold	2,200	–	–	0.05%	142
2025 Q3	$223K	Buy	+2,200	New	+$209K	0.05%	153
2022 Q4	–	Sell	-13,394	Closed	-$558K	–	138
2022 Q3	$558K	Hold	13,394	–	–	0.23%	93
2022 Q2	$616K	Buy	13,394 +867	+7%	+$43.4K	0.24%	92
2022 Q1	$669K	Buy	+12,527	New	+$774K	0.22%	99
2016 Q4	–	Sell	-26	Closed	-$1K	–	236
2016 Q3	$1K	Buy	+26	New	+$1.18K	﹤0.01%	231

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

Peddock Capital Advisors's C Position: Q1 2026 in Review

Peddock Capital Advisors held its Citigroup (C) position steady in Q1 2026 at 2,200 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #139.

Peddock Capital Advisors first reported a position in C in Q3 2016 and has held it in 7 quarters since. The position peaked at $669K in Q1 2022. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Peddock Capital Advisors held 2,200 shares of Citigroup worth $250K as of Q1 2026.
Peddock Capital Advisors left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.06% of Peddock Capital Advisors's portfolio in Q1 2026, its #139 holding.
Peddock Capital Advisors first reported a position in Citigroup in Q3 2016 and has held it in 7 quarters since.
Peddock Capital Advisors's Citigroup position peaked at $669K in Q1 2022.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.