Schear Investment Advisers’s Citigroup C Stock Holding History

Schear Investment Advisers’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	$4.31M	Sell	38,044 -89	-0.2%	-$10.1K	1.9%	17
2025 Q4	$4.45M	Buy	38,133 +411	+1%	+$42.7K	1.92%	14
2025 Q3	$3.83M	Buy	37,722 +304	+0.8%	+$28.8K	1.71%	16
2025 Q2	$3.19M	Buy	37,418 +972	+3%	+$70.3K	1.58%	17
2025 Q1	$2.59M	Buy	36,446 +2,839	+8%	+$216K	1.49%	15
2024 Q4	$2.37M	Buy	33,607 +2,389	+8%	+$161K	1.26%	20
2024 Q3	$1.95M	Buy	31,218 +4,443	+17%	+$275K	1.21%	23
2024 Q2	$1.7M	Buy	26,775 +6,542	+32%	+$403K	1.23%	22
2024 Q1	$1.28M	Buy	+20,233	New	+$1.13M	1.03%	30

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schear Investment Advisers's C Position: Q1 2026 in Review

Schear Investment Advisers reduced its Citigroup (C) stake by 0.23% in Q1 2026, selling an estimated $10.1K and leaving 38,044 shares worth $4.31M. The position accounts for 1.9% of the portfolio, ranked #17.

Schear Investment Advisers first reported a position in C in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.45M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Schear Investment Advisers held 38,044 shares of Citigroup worth $4.31M as of Q1 2026.
Schear Investment Advisers sold 89 Citigroup shares in Q1 2026, an estimated $10.1K.
Citigroup made up 1.9% of Schear Investment Advisers's portfolio in Q1 2026, its #17 holding.
Schear Investment Advisers first reported a position in Citigroup in Q1 2024 and has held it in 9 quarters since.
Schear Investment Advisers's Citigroup position peaked at $4.45M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.