Sittner & Nelson’s Citigroup C Stock Holding History

Sittner & Nelson’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	$144K	Sell	1,270 -341	-21%	-$38.8K	0.05%	194
2025 Q4	$198K	Sell	1,611 -27	-2%	-$2.8K	0.07%	164
2025 Q3	$166K	Hold	1,638	–	–	0.06%	160
2025 Q2	$139K	Hold	1,638	–	–	0.06%	169
2025 Q1	$116K	Sell	1,638 -70	-4%	-$5.34K	0.05%	173
2024 Q4	$120K	Hold	1,708	–	–	0.05%	158
2024 Q3	$107K	Hold	1,708	–	–	0.05%	174
2024 Q2	$108K	Hold	1,708	–	–	0.05%	154
2024 Q1	$108K	Sell	1,708 -10	-0.6%	-$556	0.05%	155
2023 Q4	$88.4K	Sell	1,718 -287	-14%	-$12.7K	0.05%	162
2023 Q3	$82.5K	Buy	2,005 +296	+17%	+$13K	0.05%	159
2023 Q2	$78.7K	Sell	1,709 -3,200	-65%	-$150K	0.04%	169
2023 Q1	$230K	Buy	4,909 +262	+6%	+$12.9K	0.13%	108
2022 Q4	$210K	Buy	4,647 +300	+7%	+$13.6K	0.13%	110
2022 Q3	$181K	Buy	4,347 +2,816	+184%	+$139K	0.12%	110
2022 Q2	$70K	Buy	1,531 +686	+81%	+$34.3K	0.05%	184
2022 Q1	$45K	Hold	845	–	–	0.03%	220
2021 Q4	$51K	Hold	845	–	–	0.03%	205
2021 Q3	$59K	Hold	845	–	–	0.04%	177
2021 Q2	$60K	Hold	845	–	–	0.04%	159
2021 Q1	$61K	Sell	845 -84	-9%	-$5.61K	0.05%	159
2020 Q4	$57K	Buy	+929	New	+$47.2K	0.05%	152

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

Sittner & Nelson's C Position: Q1 2026 in Review

Sittner & Nelson reduced its Citigroup (C) stake by 21% in Q1 2026, selling an estimated $38.8K and leaving 1,270 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #194.

Sittner & Nelson first reported a position in C in Q4 2020 and has held it in 22 quarters since. The position peaked at $230K in Q1 2023. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Sittner & Nelson held 1,270 shares of Citigroup worth $144K as of Q1 2026.
Sittner & Nelson sold 341 Citigroup shares in Q1 2026, an estimated $38.8K.
Citigroup made up 0.05% of Sittner & Nelson's portfolio in Q1 2026, its #194 holding.
Sittner & Nelson first reported a position in Citigroup in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Citigroup position peaked at $230K in Q1 2023.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.