RWM
C icon

RKL Wealth Management’s Citigroup C Stock Holding History

RKL 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 		$318K Hold
2,806
– – 0.03% 153
2025
Q4 		$327K Sell
2,806
-100
-3% -$10.4K 0.03% 155
2025
Q3 		$295K Hold
2,906
– – 0.03% 160
2025
Q2 		$247K Sell
2,906
-56
-2% -$4.05K 0.02% 165
2025
Q1 		$210K Hold
2,962
– – 0.02% 165
2024
Q4 		$208K Buy
+2,962
New +$200K 0.02% 168
2017
Q4 		– Sell
-6,112
Closed -$241K – 139
2017
Q3 		$241K Buy
+6,112
New +$417K 0.07% 137

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

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

RKL Wealth Management held its Citigroup (C) position steady in Q1 2026 at 2,806 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #153.

RKL Wealth Management first reported a position in C in Q3 2017 and has held it in 7 quarters since. The position peaked at $327K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • RKL Wealth Management held 2,806 shares of Citigroup worth $318K as of Q1 2026.
  • RKL Wealth Management left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.03% of RKL Wealth Management's portfolio in Q1 2026, its #153 holding.
  • RKL Wealth Management first reported a position in Citigroup in Q3 2017 and has held it in 7 quarters since.
  • RKL Wealth Management's Citigroup position peaked at $327K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.