Principal Street Partners’s Citigroup C Stock Holding History

Principal Street 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	$403K	Sell	3,551 -489	-12%	-$55.7K	0.07%	149
2025 Q4	$471K	Hold	4,040	–	–	0.08%	134
2025 Q3	$410K	Sell	4,040 -3,327	-45%	-$316K	0.07%	156
2025 Q2	$627K	Buy	7,367 +2,526	+52%	+$183K	0.06%	176
2025 Q1	$344K	Buy	4,841 +79	+2%	+$6.02K	0.06%	159
2024 Q4	$335K	Sell	4,762 -296	-6%	-$19.9K	0.07%	155
2024 Q3	$318K	Sell	5,058 -18	-0.4%	-$1.11K	0.05%	171
2024 Q2	$322K	Hold	5,076	–	–	0.06%	172
2024 Q1	$321K	Sell	5,076 -186	-4%	-$10.3K	0.06%	172
2023 Q4	$271K	Buy	+5,262	New	+$233K	0.07%	173
2020 Q1	–	Sell	-99,889	Closed	-$7.98M	–	140
2019 Q4	$7.98M	Buy	+99,889	New	+$7.38M	1.78%	16

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

Principal Street Partners's C Position: Q1 2026 in Review

Principal Street Partners reduced its Citigroup (C) stake by 12% in Q1 2026, selling an estimated $55.7K and leaving 3,551 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #149.

Principal Street Partners first reported a position in C in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.98M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Principal Street Partners held 3,551 shares of Citigroup worth $403K as of Q1 2026.
Principal Street Partners sold 489 Citigroup shares in Q1 2026, an estimated $55.7K.
Citigroup made up 0.07% of Principal Street Partners's portfolio in Q1 2026, its #149 holding.
Principal Street Partners first reported a position in Citigroup in Q4 2019 and has held it in 11 quarters since.
Principal Street Partners's Citigroup position peaked at $7.98M in Q4 2019.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.