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Principal Securities’s Citigroup C Stock Holding History

Principal Securities’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 		$6.58M Sell
57,996
-2,860
-5% -$326K 0.1% 195
2025
Q4 		$7.1M Buy
60,856
+5,214
+9% +$541K 0.11% 174
2025
Q3 		$5.65M Sell
55,642
-3,744
-6% -$355K 0.09% 209
2025
Q2 		$5.05M Buy
59,386
+14,705
+33% +$1.06M 0.1% 203
2025
Q1 		$3.15M Hold
44,681
– – 0.07% 263
2024
Q4 		$3.15M Buy
44,681
+4,951
+12% +$334K 0.07% 262
2024
Q3 		$2.49M Buy
39,730
+2,589
+7% +$160K 0.06% 281
2024
Q2 		$2.36M Buy
37,141
+6,751
+22% +$416K 0.07% 270
2024
Q1 		$1.92M Buy
30,390
+4,777
+19% +$266K 0.06% 281
2023
Q4 		$1.32M Buy
+25,613
New +$1.13M 0.05% 342

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

Principal Securities's C Position: Q1 2026 in Review

Principal Securities reduced its Citigroup (C) stake by 4.7% in Q1 2026, selling an estimated $326K and leaving 57,996 shares worth $6.58M. The position accounts for 0.1% of the portfolio, ranked #195.

Principal Securities first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.1M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Principal Securities held 57,996 shares of Citigroup worth $6.58M as of Q1 2026.
  • Principal Securities sold 2,860 Citigroup shares in Q1 2026, an estimated $326K.
  • Citigroup made up 0.1% of Principal Securities's portfolio in Q1 2026, its #195 holding.
  • Principal Securities first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Citigroup position peaked at $7.1M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.