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Ross\Johnson & Associates’s Citigroup C Stock Holding History

Ross\Johnson & Associates’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 		$113 Sell
1
-1
-50% -$114 ﹤0.01% 198
2025
Q4 		$233 Buy
2
+1
+100% +$104 ﹤0.01% 236
2025
Q3 		$102 Hold
1
– – ﹤0.01% 198
2025
Q2 		$85 Sell
1
-41
-98% -$2.96K ﹤0.01% 202
2025
Q1 		$2.98K Buy
+42
New +$3.2K 0.05% 123

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

Ross\Johnson & Associates's C Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Citigroup (C) stake by 50% in Q1 2026, selling an estimated $114 and leaving 1 share worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Ross\Johnson & Associates first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.98K in Q1 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Ross\Johnson & Associates held 1 share of Citigroup worth $113 as of Q1 2026.
  • Ross\Johnson & Associates sold 1 Citigroup share in Q1 2026, an estimated $114.
  • Citigroup made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #198 holding.
  • Ross\Johnson & Associates first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Citigroup position peaked at $2.98K in Q1 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.