PFS Partners’s Citigroup C Stock Holding History

PFS Partners’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	$150K	Sell	1,321 -4	-0.3%	-$456	0.07%	100
2025 Q4	$155K	Sell	1,325 -246	-16%	-$25.5K	0.07%	92
2025 Q3	$159K	Hold	1,571	–	–	0.08%	86
2025 Q2	$134K	Hold	1,571	–	–	0.07%	89
2025 Q1	$112K	Hold	1,571	–	–	0.06%	93
2024 Q4	$111K	Sell	1,571 -59	-4%	-$3.98K	0.06%	99
2024 Q3	$102K	Buy	1,630 +1	+0.1%	+$62	0.06%	97
2024 Q2	$103K	Hold	1,629	–	–	0.06%	88
2024 Q1	$103K	Hold	1,629	–	–	0.07%	86
2023 Q4	$83.8K	Hold	1,629	–	–	0.06%	99
2023 Q3	$67K	Hold	1,629	–	–	0.06%	87
2023 Q2	$75K	Hold	1,629	–	–	0.06%	85
2023 Q1	$76.4K	Hold	1,629	–	–	0.07%	74
2022 Q4	$73.7K	Hold	1,629	–	–	0.08%	68
2022 Q3	$67.9K	Buy	1,629 +1	+0.1%	+$49	0.07%	69
2022 Q2	$74.9K	Hold	1,628	–	–	0.07%	70
2022 Q1	$87K	Hold	1,628	–	–	0.08%	70
2021 Q4	$98.3K	Buy	+1,628	New	+$108K	0.07%	73

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

PFS Partners's C Position: Q1 2026 in Review

PFS Partners reduced its Citigroup (C) stake by 0.3% in Q1 2026, selling an estimated $456 and leaving 1,321 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #100.

PFS Partners first reported a position in C in Q4 2021 and has held it in 18 quarters since. The position peaked at $159K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

PFS Partners held 1,321 shares of Citigroup worth $150K as of Q1 2026.
PFS Partners sold 4 Citigroup shares in Q1 2026, an estimated $456.
Citigroup made up 0.07% of PFS Partners's portfolio in Q1 2026, its #100 holding.
PFS Partners first reported a position in Citigroup in Q4 2021 and has held it in 18 quarters since.
PFS Partners's Citigroup position peaked at $159K in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.