Red Door Wealth Management’s Citigroup C Stock Holding History

Red Door 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 Q3	$324K	Buy	2,505 +98	+4%	+$13.2K	0.03%	247
2026 Q2	$337K	Buy	2,407 +473	+24%	+$61.6K	0.03%	236
2026 Q1	$219K	Sell	1,934 -44	-2%	-$5.01K	0.02%	281
2025 Q4	$231K	Buy	+1,978	New	+$205K	0.02%	265
2022 Q1	–	Sell	-3,931	Closed	-$237K	–	143
2021 Q4	$237K	Buy	3,931 +436	+12%	+$29K	0.08%	146
2021 Q3	$245K	Sell	3,495 -279	-7%	-$19.5K	0.09%	144
2021 Q2	$267K	Buy	+3,774	New	+$279K	0.1%	131
2020 Q4	–	Sell	-14,899	Closed	-$643K	–	110
2020 Q3	$643K	Sell	14,899 -966	-6%	-$48.1K	0.47%	58
2020 Q2	$810K	Buy	15,865 +2,331	+17%	+$111K	0.59%	46
2020 Q1	$570K	Buy	13,534 +4,325	+47%	+$290K	0.54%	47
2019 Q4	$754K	Buy	+9,209	New	+$680K	0.67%	47

Other funds holding C

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Red Door Wealth Management's C Position: Q3 2026 in Review

Red Door Wealth Management increased its Citigroup (C) stake by 4.1% in Q3 2026, buying an estimated $13.2K and bringing the position to 2,505 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #247.

Red Door Wealth Management first reported a position in C in Q4 2019 and has held it in 11 quarters since. The position peaked at $810K in Q2 2020. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

Red Door Wealth Management held 2,505 shares of Citigroup worth $324K as of Q3 2026.
Red Door Wealth Management bought 98 Citigroup shares in Q3 2026, an estimated $13.2K.
Citigroup made up 0.03% of Red Door Wealth Management's portfolio in Q3 2026, its #247 holding.
Red Door Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 11 quarters since.
Red Door Wealth Management's Citigroup position peaked at $810K in Q2 2020.
2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.