QWM
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Quadcap Wealth Management’s Citigroup C Stock Holding History

Quadcap Wealth 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
2026
Q1 		$1.18M Sell
10,378
-115
-1% -$13.1K 0.13% 139
2025
Q4 		$1.22M Sell
10,493
-306
-3% -$31.8K 0.14% 139
2025
Q3 		$1.1M Buy
10,799
+147
+1% +$13.9K 0.13% 146
2025
Q2 		$907K Buy
10,652
+39
+0.4% +$2.82K 0.12% 162
2025
Q1 		$753K Sell
10,613
-4,024
-27% -$307K 0.11% 179
2024
Q4 		$1.03M Buy
14,637
+696
+5% +$46.9K 0.15% 131
2024
Q3 		$873K Sell
13,941
-103
-0.7% -$6.37K 0.14% 160
2024
Q2 		$891K Buy
14,044
+985
+8% +$60.7K 0.16% 134
2024
Q1 		$826K Sell
13,059
-2,710
-17% -$151K 0.19% 126
2023
Q4 		$811K Buy
+15,769
New +$698K 0.21% 131

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

Quadcap Wealth Management's C Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Citigroup (C) stake by 1.1% in Q1 2026, selling an estimated $13.1K and leaving 10,378 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #139.

Quadcap Wealth Management first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Quadcap Wealth Management held 10,378 shares of Citigroup worth $1.18M as of Q1 2026.
  • Quadcap Wealth Management sold 115 Citigroup shares in Q1 2026, an estimated $13.1K.
  • Citigroup made up 0.13% of Quadcap Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Quadcap Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's Citigroup position peaked at $1.22M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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