Prelude Capital Management’s Citigroup C Stock Holding History

Prelude Capital 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
2022 Q1	–	Sell	-14,700	Closed	-$888K	–	1863
2021 Q4	$888K	Sell	14,700 -13,400	-48%	-$891K	0.02%	674
2021 Q3	$1.97M	Sell	28,100 -5,600	-17%	-$391K	0.05%	314
2021 Q2	$2.38M	Sell	33,700 -10,800	-24%	-$799K	0.07%	241
2021 Q1	$3.24M	Sell	44,500 -135,800	-75%	-$9.07M	0.08%	184
2020 Q4	$11.1M	Buy	+180,300	New	+$9.17M	0.28%	38
2020 Q3	–	Sell	-118,500	Closed	-$6.05M	–	1859
2020 Q2	$6.05M	Buy	118,500 +48,400	+69%	+$2.3M	0.33%	46
2020 Q1	$2.95M	Buy	+70,100	New	+$4.71M	0.2%	63
2019 Q4	–	Sell	-43,300	Closed	-$2.99M	–	1939
2019 Q3	$2.99M	Buy	+43,300	New	+$2.95M	0.13%	114
2019 Q2	–	Sell	-3,000	Closed	-$187K	–	1705
2019 Q1	$187K	Sell	3,000 -6,000	-67%	-$373K	0.01%	730
2018 Q4	$469K	Buy	+9,000	New	+$570K	0.03%	484
2016 Q2	–	Sell	-29,400	Closed	-$1.23M	–	1586
2016 Q1	$1.23M	Buy	+29,400	New	+$1.23M	0.17%	140
2014 Q1	–	Sell	-1,000	Closed	-$52K	–	1877
2013 Q4	$52K	Buy	+1,000	New	+$50.6K	0.01%	1029

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

Prelude Capital Management's C Position: Q1 2026 in Review

Prelude Capital Management reduced its Citigroup (C) stake by 46% in Q1 2026, selling an estimated $289K and leaving 3,033 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #652.

Prelude Capital Management first reported a position in C in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.51M in Q1 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Prelude Capital Management held 3,033 shares of Citigroup worth $344K as of Q1 2026.
Prelude Capital Management sold 2,535 Citigroup shares in Q1 2026, an estimated $289K.
Citigroup made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #652 holding.
Prelude Capital Management first reported a position in Citigroup in Q2 2013 and has held it in 39 quarters since.
Prelude Capital Management's Citigroup position peaked at $4.51M in Q1 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.