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Sagace Wealth Management’s Citigroup C Stock Holding History

Sagace 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 		$434K Hold
3,825
– – 0.29% 49
2025
Q4 		$446K Buy
3,825
+18
+0.5% +$1.87K 0.3% 47
2025
Q3 		$386K Buy
+3,807
New +$361K 0.26% 50

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

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

Sagace Wealth Management held its Citigroup (C) position steady in Q1 2026 at 3,825 shares worth $434K. The position accounts for 0.29% of the portfolio, ranked #49.

Sagace Wealth Management first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Sagace Wealth Management held 3,825 shares of Citigroup worth $434K as of Q1 2026.
  • Sagace Wealth Management left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.29% of Sagace Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Sagace Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Sagace Wealth Management's Citigroup position peaked at $446K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.