Stokes Family Office’s Citigroup C Stock Holding History

Stokes Family Office’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	$319K	Sell	2,816 -1,192	-30%	-$136K	0.03%	228
2025 Q4	$468K	Buy	4,008 +605	+18%	+$62.8K	0.04%	202
2025 Q3	$345K	Buy	3,403 +84	+3%	+$7.97K	0.03%	215
2025 Q2	$282K	Buy	3,319 +8	+0.2%	+$578	0.03%	205
2025 Q1	$235K	Sell	3,311 -145	-4%	-$11.1K	0.03%	213
2024 Q4	$243K	Buy	+3,456	New	+$233K	0.03%	214
2023 Q3	–	Sell	-6,102	Closed	-$281K	–	344
2023 Q2	$281K	Buy	6,102 +1,254	+26%	+$58.7K	0.03%	247
2023 Q1	$227K	Buy	+4,848	New	+$238K	0.03%	259
2022 Q4	–	Sell	-5,286	Closed	-$220K	–	278
2022 Q3	$220K	Sell	5,286 -793	-13%	-$39.2K	0.03%	243
2022 Q2	$280K	Buy	6,079 +1,377	+29%	+$68.9K	0.04%	214
2022 Q1	$251K	Buy	4,702 +164	+4%	+$10.1K	0.03%	225
2021 Q4	$274K	Buy	4,538 +326	+8%	+$21.7K	0.03%	202
2021 Q3	$296K	Buy	4,212 +470	+13%	+$32.9K	0.04%	185
2021 Q2	$265K	Buy	3,742 +715	+24%	+$52.9K	0.04%	187
2021 Q1	$220K	Buy	+3,027	New	+$202K	0.03%	186

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

Stokes Family Office's C Position: Q1 2026 in Review

Stokes Family Office reduced its Citigroup (C) stake by 30% in Q1 2026, selling an estimated $136K and leaving 2,816 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #228.

Stokes Family Office first reported a position in C in Q1 2021 and has held it in 15 quarters since. The position peaked at $468K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Stokes Family Office held 2,816 shares of Citigroup worth $319K as of Q1 2026.
Stokes Family Office sold 1,192 Citigroup shares in Q1 2026, an estimated $136K.
Citigroup made up 0.03% of Stokes Family Office's portfolio in Q1 2026, its #228 holding.
Stokes Family Office first reported a position in Citigroup in Q1 2021 and has held it in 15 quarters since.
Stokes Family Office's Citigroup position peaked at $468K in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.