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Stratos Wealth Advisors’s Citigroup C Stock Holding History

Stratos Wealth Advisors’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 		$445K Buy
3,924
+135
+4% +$15.4K 0.03% 413
2025
Q4 		$442K Buy
3,789
+68
+2% +$7.06K 0.02% 459
2025
Q3 		$378K Buy
+3,721
New +$353K 0.02% 504
2025
Q1 		– Sell
-19,059
Closed -$1.34M – 670
2024
Q4 		$1.34M Sell
19,059
-590
-3% -$39.8K 0.06% 287
2024
Q3 		$1.23M Sell
19,649
-2,206
-10% -$136K 0.06% 319
2024
Q2 		$1.39M Buy
21,855
+17,242
+374% +$1.06M 0.07% 278
2024
Q1 		$292K Sell
4,613
-727
-14% -$40.5K 0.02% 556
2023
Q4 		$275K Sell
5,340
-152
-3% -$6.73K 0.02% 573
2023
Q3 		$226K Sell
5,492
-177
-3% -$7.77K 0.01% 593
2023
Q2 		$261K Sell
5,669
-278
-5% -$13K 0.02% 545
2023
Q1 		$279K Buy
5,947
+396
+7% +$19.4K 0.02% 504
2022
Q4 		$251K Sell
5,551
-841
-13% -$38.2K 0.02% 502
2022
Q3 		$266K Sell
6,392
-474
-7% -$23.4K 0.03% 433
2022
Q2 		$316K Sell
6,866
-23,991
-78% -$1.2M 0.03% 425
2022
Q1 		$1.65M Buy
30,857
+873
+3% +$53.9K 0.13% 191
2021
Q4 		$1.81M Buy
29,984
+2,181
+8% +$145K 0.13% 201
2021
Q3 		$1.95M Sell
27,803
-2,859
-9% -$200K 0.17% 169
2021
Q2 		$2.17M Buy
30,662
+4,956
+19% +$367K 0.19% 141
2021
Q1 		$1.87M Buy
25,706
+15,539
+153% +$1.04M 0.2% 142
2020
Q4 		$627K Buy
+10,167
New +$517K 0.09% 216
2019
Q4 		– Sell
-4,014
Closed -$277K – 178
2019
Q3 		$277K Sell
4,014
-12
-0.3% -$816 0.11% 191
2019
Q2 		$282K Sell
4,026
-25
-0.6% -$1.67K 0.11% 189
2019
Q1 		$252K Buy
+4,051
New +$252K 0.14% 176

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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

Stratos Wealth Advisors's C Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Citigroup (C) stake by 3.6% in Q1 2026, buying an estimated $15.4K and bringing the position to 3,924 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #413.

Stratos Wealth Advisors first reported a position in C in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.17M in Q2 2021. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Stratos Wealth Advisors held 3,924 shares of Citigroup worth $445K as of Q1 2026.
  • Stratos Wealth Advisors bought 135 Citigroup shares in Q1 2026, an estimated $15.4K.
  • Citigroup made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #413 holding.
  • Stratos Wealth Advisors first reported a position in Citigroup in Q1 2019 and has held it in 23 quarters since.
  • Stratos Wealth Advisors's Citigroup position peaked at $2.17M in Q2 2021.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.