Perigon Wealth Management’s Citigroup C Stock Holding History

Perigon Wealth Management’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
2025 Q1	–	Hold	0	–	-$65.3K	–	1039
2024 Q4	–	Hold	0	–	–	–	1032
2021 Q4	–	Sell	-17,000	Closed	-$236K	–	583
2021 Q3	$236K	Buy	+17,000	New	+$1.19M	0.02%	473
2021 Q1	–	Sell	-2,000	Closed	-$54K	–	570
2020 Q4	$54K	Buy	+2,000	New	+$102K	0.01%	724

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

Perigon Wealth Management's C Position: Q1 2026 in Review

Perigon Wealth Management increased its Citigroup (C) stake by 8.6% in Q1 2026, buying an estimated $786K and bringing the position to 86,905 shares worth $9.86M. The position accounts for 0.18% of the portfolio, ranked #116.

Perigon Wealth Management first reported a position in C in Q3 2014 and has held it in 45 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Perigon Wealth Management held 86,905 shares of Citigroup worth $9.86M as of Q1 2026.
Perigon Wealth Management bought 6,899 Citigroup shares in Q1 2026, an estimated $786K.
Citigroup made up 0.18% of Perigon Wealth Management's portfolio in Q1 2026, its #116 holding.
Perigon Wealth Management first reported a position in Citigroup in Q3 2014 and has held it in 45 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.