QTR Family Wealth’s Citigroup C Stock Holding History

QTR Family Wealth’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	$409K	Hold	3,157	–	–	0.17%	139
2025 Q4	$386K	Buy	3,157 +618	+24%	+$64.2K	0.17%	138
2025 Q3	$258K	Buy	+2,539	New	+$241K	0.12%	192

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

QTR Family Wealth's C Position: Q1 2026 in Review

QTR Family Wealth held its Citigroup (C) position steady in Q1 2026 at 3,157 shares worth $409K. The position accounts for 0.17% of the portfolio, ranked #139.

QTR Family Wealth first reported a position in C in Q3 2025 and has held it in 3 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

QTR Family Wealth held 3,157 shares of Citigroup worth $409K as of Q1 2026.
QTR Family Wealth left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.17% of QTR Family Wealth's portfolio in Q1 2026, its #139 holding.
QTR Family Wealth first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.