Ranch Capital Advisors’s Citigroup C Stock Holding History

Ranch Capital Advisors’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	$3.74M	Buy	32,965 +370	+1%	+$42.1K	1.37%	22
2025 Q4	$3.8M	Buy	32,595 +1,542	+5%	+$160K	1.4%	20
2025 Q3	$3.15M	Buy	31,053 +1,640	+6%	+$156K	1.22%	24
2025 Q2	$2.5M	Buy	29,413 +1,607	+6%	+$116K	1.09%	28
2025 Q1	$1.97M	Buy	27,806 +1,701	+7%	+$130K	0.94%	37
2024 Q4	$1.84M	Buy	26,105 +816	+3%	+$55K	0.87%	35
2024 Q3	$1.58M	Buy	25,289 +2,482	+11%	+$153K	0.75%	44
2024 Q2	$1.45M	Buy	22,807 +7,195	+46%	+$444K	0.76%	36
2024 Q1	$987K	Buy	+15,612	New	+$869K	0.53%	59
2021 Q4	–	Sell	-466	Closed	-$33K	–	215
2021 Q3	$33K	Sell	466 -33	-7%	-$2.31K	0.02%	311
2021 Q2	$35K	Hold	499	–	–	0.02%	370
2021 Q1	$36K	Hold	499	–	–	0.02%	347
2020 Q4	$30K	Buy	499 +33	+7%	+$1.68K	0.02%	377
2020 Q3	$20K	Hold	466	–	–	0.02%	446
2020 Q2	$24K	Sell	466 -376	-45%	-$17.8K	0.02%	426
2020 Q1	$35K	Buy	842 +1	+0.1%	+$67	0.03%	332
2019 Q4	$67K	Buy	+841	New	+$62.1K	0.05%	269

Other funds holding C

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return