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Peloton Wealth Strategists’s Citigroup C Stock Holding History

Peloton Wealth Strategists’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 		$3.37M Sell
29,680
-1,170
-4% -$133K 1.36% 28
2025
Q4 		$3.6M Sell
30,850
-550
-2% -$57.1K 1.4% 26
2025
Q3 		$3.19M Sell
31,400
-1,250
-4% -$119K 1.25% 26
2025
Q2 		$2.78M Buy
32,650
+11,350
+53% +$820K 1.11% 33
2025
Q1 		$1.51M Buy
+21,300
New +$1.62M 0.63% 55

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peloton Wealth Strategists's C Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Citigroup (C) stake by 3.8% in Q1 2026, selling an estimated $133K and leaving 29,680 shares worth $3.37M. The position accounts for 1.36% of the portfolio, ranked #28.

Peloton Wealth Strategists first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.6M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Peloton Wealth Strategists held 29,680 shares of Citigroup worth $3.37M as of Q1 2026.
  • Peloton Wealth Strategists sold 1,170 Citigroup shares in Q1 2026, an estimated $133K.
  • Citigroup made up 1.36% of Peloton Wealth Strategists's portfolio in Q1 2026, its #28 holding.
  • Peloton Wealth Strategists first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • Peloton Wealth Strategists's Citigroup position peaked at $3.6M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.