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Root Financial Partners’s Citigroup C Stock Holding History

Root Financial Partners’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 		$513K Sell
4,522
-489
-10% -$55.7K 0.02% 158
2025
Q4 		$585K Buy
5,011
+571
+13% +$59.3K 0.03% 146
2025
Q3 		$451K Buy
4,440
+209
+5% +$19.8K 0.03% 158
2025
Q2 		$360K Buy
+4,231
New +$306K 0.03% 163

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

Root Financial Partners's C Position: Q1 2026 in Review

Root Financial Partners reduced its Citigroup (C) stake by 9.8% in Q1 2026, selling an estimated $55.7K and leaving 4,522 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #158.

Root Financial Partners first reported a position in C in Q2 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Root Financial Partners held 4,522 shares of Citigroup worth $513K as of Q1 2026.
  • Root Financial Partners sold 489 Citigroup shares in Q1 2026, an estimated $55.7K.
  • Citigroup made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #158 holding.
  • Root Financial Partners first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Citigroup position peaked at $585K in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.