SWM
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SHP Wealth Management’s Citigroup C Stock Holding History

SHP 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 		$152K Sell
1,336
-699
-34% -$79.6K 0.01% 320
2025
Q4 		$238K Buy
+2,035
New +$211K 0.02% 229

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

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

SHP Wealth Management reduced its Citigroup (C) stake by 34% in Q1 2026, selling an estimated $79.6K and leaving 1,336 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #320.

SHP Wealth Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • SHP Wealth Management held 1,336 shares of Citigroup worth $152K as of Q1 2026.
  • SHP Wealth Management sold 699 Citigroup shares in Q1 2026, an estimated $79.6K.
  • Citigroup made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #320 holding.
  • SHP Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Citigroup position peaked at $238K in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.