Sendero Wealth Management’s Citigroup C Stock Holding History

Sendero 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	$442K	Sell	3,900 -121	-3%	-$13.8K	0.05%	162
2025 Q4	$469K	Buy	4,021 +415	+12%	+$43.1K	0.05%	165
2025 Q3	$366K	Hold	3,606	–	–	0.04%	162
2025 Q2	$307K	Buy	3,606 +386	+12%	+$27.9K	0.04%	170
2025 Q1	$229K	Buy	3,220 +223	+7%	+$17K	0.03%	172
2024 Q4	$211K	Buy	+2,997	New	+$202K	0.03%	157
2023 Q4	–	Sell	-10,341	Closed	-$425K	–	149
2023 Q3	$425K	Sell	10,341 -16,460	-61%	-$722K	0.09%	119
2023 Q2	$1.23M	Buy	26,801 +1,431	+6%	+$67K	0.27%	70
2023 Q1	$1.19M	Buy	25,370 +4,188	+20%	+$206K	0.36%	58
2022 Q4	$958K	Buy	21,182 +166	+0.8%	+$7.54K	0.34%	56
2022 Q3	$876K	Buy	21,016 +1,422	+7%	+$70.3K	0.36%	47
2022 Q2	$901K	Buy	19,594 +4,061	+26%	+$203K	0.86%	33
2022 Q1	$829K	Sell	15,533 -636	-4%	-$39.3K	0.38%	34
2021 Q4	$977K	Buy	+16,169	New	+$1.08M	0.43%	36

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

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

Sendero Wealth Management reduced its Citigroup (C) stake by 3% in Q1 2026, selling an estimated $13.8K and leaving 3,900 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #162.

Sendero Wealth Management first reported a position in C in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2023. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

Sendero Wealth Management held 3,900 shares of Citigroup worth $442K as of Q1 2026.
Sendero Wealth Management sold 121 Citigroup shares in Q1 2026, an estimated $13.8K.
Citigroup made up 0.05% of Sendero Wealth Management's portfolio in Q1 2026, its #162 holding.
Sendero Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 14 quarters since.
Sendero Wealth Management's Citigroup position peaked at $1.23M in Q2 2023.
2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.