RWM
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Ritholtz Wealth Management’s Citigroup C Stock Holding History

Ritholtz 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
2021
Q3 		– Sell
-2,000
Closed -$13K – 527
2021
Q2 		$13K Buy
+2,000
New +$148K ﹤0.01% 532

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

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

Ritholtz Wealth Management reduced its Citigroup (C) stake by 1.6% in Q1 2026, selling an estimated $241K and leaving 130,561 shares worth $14.8M. The position accounts for 0.26% of the portfolio, ranked #46.

Ritholtz Wealth Management first reported a position in C in Q1 2018 and has held it in 33 quarters since. The position peaked at $15.5M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Ritholtz Wealth Management held 130,561 shares of Citigroup worth $14.8M as of Q1 2026.
  • Ritholtz Wealth Management sold 2,118 Citigroup shares in Q1 2026, an estimated $241K.
  • Citigroup made up 0.26% of Ritholtz Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Ritholtz Wealth Management first reported a position in Citigroup in Q1 2018 and has held it in 33 quarters since.
  • Ritholtz Wealth Management's Citigroup position peaked at $15.5M in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.