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Sage Mountain Advisors’s Citigroup C Stock Holding History

Sage Mountain Advisors’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 		– Sell
-18,045
Closed -$2.11M – 328
2025
Q4 		$2.11M Buy
18,045
+904
+5% +$93.9K 0.11% 95
2025
Q3 		$1.74M Buy
17,141
+4,550
+36% +$432K 0.1% 105
2025
Q2 		$1.07M Buy
12,591
+2,032
+19% +$147K 0.07% 131
2025
Q1 		$750K Sell
10,559
-115
-1% -$8.77K 0.06% 158
2024
Q4 		$751K Buy
10,674
+1,245
+13% +$83.9K 0.05% 156
2024
Q3 		$590K Buy
9,429
+4,928
+109% +$305K 0.05% 172
2024
Q2 		$286K Buy
4,501
+1,181
+36% +$72.8K 0.03% 261
2024
Q1 		$210K Buy
+3,320
New +$185K 0.02% 311
2022
Q3 		– Sell
-5,942
Closed -$273K – 384
2022
Q2 		$273K Buy
5,942
+1,069
+22% +$53.5K 0.05% 358
2022
Q1 		$260K Sell
4,873
-19
-0.4% -$1.17K 0.04% 409
2021
Q4 		$295K Buy
4,892
+608
+14% +$40.4K 0.04% 443
2021
Q3 		$301K Buy
4,284
+289
+7% +$20.2K 0.04% 361
2021
Q2 		$283K Buy
+3,995
New +$296K 0.05% 328

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

Sage Mountain Advisors's C Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Citigroup (C) in Q1 2026, closing a stake of 18,045 shares — an estimated $2.11M sold.

Sage Mountain Advisors first reported a position in C in Q2 2021 and held it in 13 quarters. The position peaked at $2.11M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 18,045 Citigroup shares in Q1 2026, an estimated $2.11M.
  • Sage Mountain Advisors first reported a position in Citigroup in Q2 2021 and held it in 13 quarters.
  • Sage Mountain Advisors's Citigroup position peaked at $2.11M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.