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Personal CFO Solutions’s Citigroup C Stock Holding History

Personal CFO Solutions’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 		$1.58M Buy
13,969
+1,600
+13% +$182K 0.22% 71
2025
Q4 		$1.44M Buy
12,369
+1,073
+9% +$111K 0.23% 75
2025
Q3 		$1.15M Sell
11,296
-520
-4% -$49.3K 0.2% 98
2025
Q2 		$1.01M Buy
11,816
+704
+6% +$50.9K 0.19% 106
2025
Q1 		$789K Sell
11,112
-744
-6% -$56.7K 0.16% 135
2024
Q4 		$835K Buy
11,856
+1,195
+11% +$80.5K 0.16% 122
2024
Q3 		$667K Sell
10,661
-126
-1% -$7.79K 0.09% 207
2024
Q2 		$685K Sell
10,787
-865
-7% -$53.3K 0.11% 189
2024
Q1 		$737K Buy
11,652
+354
+3% +$19.7K 0.12% 186
2023
Q4 		$581K Sell
11,298
-108
-0.9% -$4.78K 0.1% 196
2023
Q3 		$469K Sell
11,406
-1,131
-9% -$49.6K 0.09% 207
2023
Q2 		$577K Buy
12,537
+559
+5% +$26.2K 0.12% 176
2023
Q1 		$562K Buy
11,978
+547
+5% +$26.8K 0.12% 175
2022
Q4 		$517K Buy
11,431
+1,411
+14% +$64.1K 0.11% 187
2022
Q3 		$418K Buy
10,020
+420
+4% +$20.8K 0.11% 184
2022
Q2 		$442K Buy
9,600
+378
+4% +$18.9K 0.1% 176
2022
Q1 		$492K Sell
9,222
-22
-0.2% -$1.36K 0.1% 202
2021
Q4 		$558K Sell
9,244
-111
-1% -$7.38K 0.1% 182
2021
Q3 		$656K Buy
9,355
+2,404
+35% +$168K 0.13% 150
2021
Q2 		$492K Buy
6,951
+418
+6% +$30.9K 0.1% 188
2021
Q1 		$475K Buy
6,533
+1,306
+25% +$87.2K 0.1% 188
2020
Q4 		$322K Buy
+5,227
New +$266K 0.08% 228
2020
Q3 		– Sell
-4,487
Closed -$229K – 165
2020
Q2 		$229K Buy
+4,487
New +$213K 0.07% 257
2020
Q1 		– Sell
-2,479
Closed -$223K – 293
2019
Q4 		$223K Buy
+2,479
New +$183K 0.06% 293

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

Personal CFO Solutions's C Position: Q1 2026 in Review

Personal CFO Solutions increased its Citigroup (C) stake by 13% in Q1 2026, buying an estimated $182K and bringing the position to 13,969 shares worth $1.58M. The position accounts for 0.22% of the portfolio, ranked #71.

Personal CFO Solutions first reported a position in C in Q4 2019 and has held it in 24 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Personal CFO Solutions held 13,969 shares of Citigroup worth $1.58M as of Q1 2026.
  • Personal CFO Solutions bought 1,600 Citigroup shares in Q1 2026, an estimated $182K.
  • Citigroup made up 0.22% of Personal CFO Solutions's portfolio in Q1 2026, its #71 holding.
  • Personal CFO Solutions first reported a position in Citigroup in Q4 2019 and has held it in 24 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.