Principle Wealth Partners’s Citigroup C Stock Holding History

Principle Wealth 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	$279K	Buy	2,457 +54	+2%	+$6.15K	0.02%	324
2025 Q4	$280K	Sell	2,403 -635	-21%	-$65.9K	0.02%	329
2025 Q3	$308K	Buy	+3,038	New	+$288K	0.02%	308
2020 Q3	–	Sell	-3,083	Closed	-$158K	–	190
2020 Q2	$158K	Buy	+3,083	New	+$146K	0.05%	164
2020 Q1	–	Sell	-3,295	Closed	-$263K	–	144
2019 Q4	$263K	Buy	3,295 +220	+7%	+$16.3K	0.08%	139
2019 Q3	$212K	Buy	3,075 +133	+5%	+$9.05K	0.07%	156
2019 Q2	$206K	Buy	+2,942	New	+$197K	0.11%	133
2019 Q1	–	Sell	-4,835	Closed	-$252K	–	130
2018 Q4	$252K	Buy	+4,835	New	+$306K	0.21%	93

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

Principle Wealth Partners's C Position: Q1 2026 in Review

Principle Wealth Partners increased its Citigroup (C) stake by 2.2% in Q1 2026, buying an estimated $6.15K and bringing the position to 2,457 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #324.

Principle Wealth Partners first reported a position in C in Q4 2018 and has held it in 8 quarters since. The position peaked at $308K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Principle Wealth Partners held 2,457 shares of Citigroup worth $279K as of Q1 2026.
Principle Wealth Partners bought 54 Citigroup shares in Q1 2026, an estimated $6.15K.
Citigroup made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #324 holding.
Principle Wealth Partners first reported a position in Citigroup in Q4 2018 and has held it in 8 quarters since.
Principle Wealth Partners's Citigroup position peaked at $308K in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.