PWM
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Pines Wealth Management’s Citigroup C Stock Holding History

Pines 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
2026
Q1 		$544K Sell
4,793
-799
-14% -$91K 0.18% 121
2025
Q4 		$653K Sell
5,592
-330
-6% -$34.3K 0.21% 109
2025
Q3 		$601K Sell
5,922
-1,341
-18% -$127K 0.2% 114
2025
Q2 		$644K Buy
7,263
+1,587
+28% +$115K 0.23% 107
2025
Q1 		$334K Sell
5,676
-109
-2% -$8.31K 0.15% 143
2024
Q4 		$413K Buy
+5,785
New +$390K 0.18% 132

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

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

Pines Wealth Management reduced its Citigroup (C) stake by 14% in Q1 2026, selling an estimated $91K and leaving 4,793 shares worth $544K. The position accounts for 0.18% of the portfolio, ranked #121.

Pines Wealth Management first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Pines Wealth Management held 4,793 shares of Citigroup worth $544K as of Q1 2026.
  • Pines Wealth Management sold 799 Citigroup shares in Q1 2026, an estimated $91K.
  • Citigroup made up 0.18% of Pines Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Pines Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Citigroup position peaked at $653K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.