Power Wealth Management’s Citigroup C Stock Holding History

Power 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	$1.22M	Sell	10,728 -548	-5%	-$62.4K	0.45%	38
2025 Q4	$1.32M	Sell	11,276 -718	-6%	-$74.6K	0.46%	40
2025 Q3	$1.22M	Sell	11,994 -1,473	-11%	-$140K	0.44%	40
2025 Q2	$1.15M	Sell	13,467 -660	-5%	-$47.7K	0.44%	39
2025 Q1	$1M	Sell	14,127 -102	-0.7%	-$7.78K	0.41%	45
2024 Q4	$1M	Buy	14,229 +43	+0.3%	+$2.9K	0.42%	50
2024 Q3	$888K	Buy	14,186 +1,581	+13%	+$97.8K	0.38%	50
2024 Q2	$800K	Buy	12,605 +82	+0.7%	+$5.06K	0.38%	50
2024 Q1	$792K	Buy	12,523 +1,262	+11%	+$70.2K	0.5%	41
2023 Q4	$579K	Buy	+11,261	New	+$499K	0.4%	50

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

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

Power Wealth Management reduced its Citigroup (C) stake by 4.9% in Q1 2026, selling an estimated $62.4K and leaving 10,728 shares worth $1.22M. The position accounts for 0.45% of the portfolio, ranked #38.

Power Wealth Management first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Power Wealth Management held 10,728 shares of Citigroup worth $1.22M as of Q1 2026.
Power Wealth Management sold 548 Citigroup shares in Q1 2026, an estimated $62.4K.
Citigroup made up 0.45% of Power Wealth Management's portfolio in Q1 2026, its #38 holding.
Power Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Citigroup position peaked at $1.32M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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