Pekin Hardy Strauss’s Citigroup C Stock Holding History

Pekin Hardy Strauss’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	$675K	Sell	5,948 -1,617	-21%	-$184K	0.07%	260
2025 Q4	$883K	Buy	+7,565	New	+$786K	0.08%	212
2019 Q3	–	Sell	-17,525	Closed	-$1.23M	–	214
2019 Q2	$1.23M	Sell	17,525 -1,000	-5%	-$66.9K	0.24%	81
2019 Q1	$1.15M	Sell	18,525 -194	-1%	-$12K	0.09%	86
2018 Q4	$975K	Sell	18,719 -5,242	-22%	-$332K	0.17%	92
2018 Q3	$1.72M	Buy	23,961 +526	+2%	+$37.2K	0.3%	70
2018 Q2	$1.57M	Sell	23,435 -19	-0.1%	-$1.31K	0.3%	71
2018 Q1	$1.58M	Buy	23,454 +1	+0%	+$75	0.29%	71
2017 Q4	$1.75M	Buy	23,453 +767	+3%	+$56.7K	0.32%	66
2017 Q3	$1.65M	Buy	22,686 +503	+2%	+$34.3K	0.31%	68
2017 Q2	$1.48M	Buy	22,183 +651	+3%	+$39.9K	0.23%	66
2017 Q1	$1.29M	Buy	21,532 +437	+2%	+$25.8K	0.25%	71
2016 Q4	$1.25M	Buy	21,095 +5,236	+33%	+$282K	0.11%	70
2016 Q3	$749K	Buy	15,859 +7,005	+79%	+$319K	0.13%	88
2016 Q2	$375K	Buy	+8,854	New	+$392K	0.08%	107
2016 Q1	–	Sell	-4,454	Closed	-$230K	–	162
2015 Q4	$230K	Sell	4,454 -316	-7%	-$16.8K	0.05%	147
2015 Q3	$237K	Buy	4,770 +446	+10%	+$24.4K	0.05%	137
2015 Q2	$239K	Buy	+4,324	New	+$235K	0.05%	140

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

Pekin Hardy Strauss's C Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Citigroup (C) stake by 21% in Q1 2026, selling an estimated $184K and leaving 5,948 shares worth $675K. The position accounts for 0.07% of the portfolio, ranked #260.

Pekin Hardy Strauss first reported a position in C in Q2 2015 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Pekin Hardy Strauss held 5,948 shares of Citigroup worth $675K as of Q1 2026.
Pekin Hardy Strauss sold 1,617 Citigroup shares in Q1 2026, an estimated $184K.
Citigroup made up 0.07% of Pekin Hardy Strauss's portfolio in Q1 2026, its #260 holding.
Pekin Hardy Strauss first reported a position in Citigroup in Q2 2015 and has held it in 18 quarters since.
Pekin Hardy Strauss's Citigroup position peaked at $1.75M in Q4 2017.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.