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Stratos Wealth Partners’s Citigroup C Stock Holding History

Stratos Wealth Partners’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 		$3.11M Sell
27,420
-11,520
-30% -$1.31M 0.04% 438
2025
Q4 		$4.54M Sell
38,940
-447
-1% -$46.4K 0.05% 347
2025
Q3 		$4M Buy
39,387
+13,597
+53% +$1.29M 0.05% 373
2025
Q2 		$2.2M Buy
25,790
+672
+3% +$48.6K 0.03% 467
2025
Q1 		$1.78M Sell
25,118
-10,059
-29% -$767K 0.03% 479
2024
Q4 		$2.48M Sell
35,177
-3,913
-10% -$264K 0.04% 414
2024
Q3 		$2.45M Buy
39,090
+4,655
+14% +$288K 0.04% 412
2024
Q2 		$2.19M Buy
34,435
+5,250
+18% +$324K 0.04% 426
2024
Q1 		$1.85M Buy
29,185
+1,129
+4% +$62.8K 0.03% 462
2023
Q4 		$1.44M Buy
28,056
+176
+0.6% +$7.79K 0.03% 498
2023
Q3 		$1.15M Buy
27,880
+229
+0.8% +$10.1K 0.02% 527
2023
Q2 		$1.27M Buy
27,651
+4,470
+19% +$209K 0.03% 466
2023
Q1 		$1.09M Sell
23,181
-1,586
-6% -$77.8K 0.03% 461
2022
Q4 		$1.12M Sell
24,767
-1,763
-7% -$80.1K 0.03% 480
2022
Q3 		$1.11M Sell
26,530
-5,598
-17% -$277K 0.03% 453
2022
Q2 		$1.48M Buy
32,128
+682
+2% +$34.1K 0.04% 389
2022
Q1 		$1.68M Buy
31,446
+2,803
+10% +$173K 0.04% 411
2021
Q4 		$1.73M Buy
28,643
+501
+2% +$33.3K 0.04% 394
2021
Q3 		$1.98M Buy
28,142
+977
+4% +$68.3K 0.05% 321
2021
Q2 		$1.92M Buy
27,165
+639
+2% +$47.3K 0.05% 356
2021
Q1 		$1.93M Sell
26,526
-656
-2% -$43.8K 0.05% 313
2020
Q4 		$1.68M Sell
27,182
-2,295
-8% -$117K 0.05% 312
2020
Q3 		$1.27M Sell
29,477
-15,508
-34% -$773K 0.04% 347
2020
Q2 		$2.3M Sell
44,985
-9,956
-18% -$472K 0.08% 237
2020
Q1 		$2.31M Buy
54,941
+9,030
+20% +$606K 0.11% 197
2019
Q4 		$3.67M Buy
45,911
+508
+1% +$37.5K 0.14% 158
2019
Q3 		$3.14M Buy
45,403
+516
+1% +$35.1K 0.14% 166
2019
Q2 		$3.14M Buy
44,887
+403
+0.9% +$27K 0.14% 164
2019
Q1 		$2.77M Buy
44,484
+5,096
+13% +$316K 0.12% 180
2018
Q4 		$2.05M Sell
39,388
-8,722
-18% -$552K 0.11% 203
2018
Q3 		$3.45M Buy
48,110
+4,897
+11% +$346K 0.15% 142
2018
Q2 		$2.89M Buy
43,213
+4,591
+12% +$316K 0.13% 181
2018
Q1 		$2.61M Buy
38,622
+18,704
+94% +$1.41M 0.11% 197
2017
Q4 		$1.48M Sell
19,918
-353
-2% -$26.1K 0.07% 278
2017
Q3 		$1.48M Buy
20,271
+2,433
+14% +$166K 0.07% 269
2017
Q2 		$1.19M Buy
17,838
+3,530
+25% +$216K 0.06% 262
2017
Q1 		$856K Buy
14,308
+3,331
+30% +$197K 0.05% 308
2016
Q4 		$652K Sell
10,977
-386
-3% -$20.8K 0.04% 330
2016
Q3 		$537K Sell
11,363
-838
-7% -$38.1K 0.04% 346
2016
Q2 		$517K Sell
12,201
-44
-0.4% -$1.95K 0.04% 328
2016
Q1 		$511K Buy
12,245
+2,273
+23% +$95K 0.04% 292
2015
Q4 		$516K Sell
9,972
-2,009
-17% -$107K 0.04% 296
2015
Q3 		$595K Buy
11,981
+1,421
+13% +$77.6K 0.07% 226
2015
Q2 		$584K Sell
10,560
-2,743
-21% -$149K 0.08% 236
2015
Q1 		$686K Buy
13,303
+899
+7% +$45.8K 0.08% 230
2014
Q4 		$671K Buy
12,404
+342
+3% +$18.2K 0.12% 177
2014
Q3 		$625K Sell
12,062
-2,470
-17% -$124K 0.15% 140
2014
Q2 		$686K Buy
+14,532
New +$691K 0.23% 122

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 Partners's C Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Citigroup (C) stake by 30% in Q1 2026, selling an estimated $1.31M and leaving 27,420 shares worth $3.11M. The position accounts for 0.04% of the portfolio, ranked #438.

Stratos Wealth Partners first reported a position in C in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.54M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Stratos Wealth Partners held 27,420 shares of Citigroup worth $3.11M as of Q1 2026.
  • Stratos Wealth Partners sold 11,520 Citigroup shares in Q1 2026, an estimated $1.31M.
  • Citigroup made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #438 holding.
  • Stratos Wealth Partners first reported a position in Citigroup in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Citigroup position peaked at $4.54M in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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