Tarbox Family Office’s Citigroup C Stock Holding History

Tarbox 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	$426K	Sell	3,758 -575	-13%	-$65.5K	0.07%	69
2025 Q4	$506K	Sell	4,333 -168	-4%	-$17.4K	0.08%	68
2025 Q3	$457K	Hold	4,501	–	–	0.07%	79
2025 Q2	$383K	Buy	4,501 +58	+1%	+$4.19K	0.06%	81
2025 Q1	$315K	Sell	4,443 -22	-0.5%	-$1.68K	0.05%	90
2024 Q4	$314K	Buy	4,465 +33	+0.7%	+$2.22K	0.05%	86
2024 Q3	$277K	Hold	4,432	–	–	0.05%	99
2024 Q2	$281K	Hold	4,432	–	–	0.05%	89
2024 Q1	$280K	Hold	4,432	–	–	0.05%	88
2023 Q4	$228K	Buy	+4,432	New	+$196K	0.04%	92
2023 Q3	–	Sell	-4,469	Closed	-$206K	–	102
2023 Q2	$206K	Sell	4,469 -37	-0.8%	-$1.73K	0.04%	98
2023 Q1	$211K	Buy	4,506 +37	+0.8%	+$1.82K	0.04%	97
2022 Q4	$202K	Sell	4,469 -212	-5%	-$9.63K	0.04%	92
2022 Q3	$215K	Hold	4,681	–	–	0.05%	83
2022 Q2	$215K	Sell	4,681 -172	-4%	-$8.6K	0.05%	100
2022 Q1	$259K	Sell	4,853 -380	-7%	-$23.5K	0.05%	83
2021 Q4	$316K	Hold	5,233	–	–	0.05%	102
2021 Q3	$367K	Hold	5,233	–	–	0.07%	101
2021 Q2	$370K	Hold	5,233	–	–	0.07%	103
2021 Q1	$381K	Hold	5,233	–	–	0.08%	93
2020 Q4	$323K	Buy	5,233 +144	+3%	+$7.32K	0.07%	94
2020 Q3	$219K	Sell	5,089 -13	-0.3%	-$648	0.05%	108
2020 Q2	$261K	Buy	5,102 +167	+3%	+$7.92K	0.07%	99
2020 Q1	$208K	Buy	4,935 +112	+2%	+$7.52K	0.07%	100
2019 Q4	$385K	Sell	4,823 -828	-15%	-$61.2K	0.11%	73
2019 Q3	$390K	Hold	5,651	–	–	0.12%	54
2019 Q2	$396K	Buy	5,651 +39	+0.7%	+$2.61K	0.12%	54
2019 Q1	$349K	Sell	5,612 -1	-0%	-$62	0.13%	58
2018 Q4	$292K	Sell	5,613 -102	-2%	-$6.46K	0.12%	60
2018 Q3	$410K	Hold	5,715	–	–	0.15%	50
2018 Q2	$382K	Hold	5,715	–	–	0.15%	51
2018 Q1	$386K	Buy	5,715 +121	+2%	+$9.1K	0.15%	54
2017 Q4	$416K	Buy	5,594 +827	+17%	+$61.2K	0.17%	49
2017 Q3	$347K	Sell	4,767 -30	-0.6%	-$2.05K	0.15%	48
2017 Q2	$321K	Hold	4,797	–	–	0.16%	43
2017 Q1	$287K	Sell	4,797 -2	-0%	-$118	0.15%	44
2016 Q4	$285K	Hold	4,799	–	–	0.16%	37
2016 Q3	$227K	Buy	4,799 +40	+0.8%	+$1.82K	0.15%	47
2016 Q2	$202K	Buy	4,759 +10	+0.2%	+$442	0.14%	49
2016 Q1	$198K	Sell	4,749 -49	-1%	-$2.05K	0.15%	54
2015 Q4	$248K	Buy	4,798 +36	+0.8%	+$1.91K	0.2%	39
2015 Q3	$236K	Hold	4,762	–	–	0.22%	38
2015 Q2	$263K	Hold	4,762	–	–	0.23%	38
2015 Q1	$245K	Sell	4,762 -2,155	-31%	-$110K	0.22%	42
2014 Q4	$374K	Sell	6,917 -5,320	-43%	-$282K	0.35%	34
2014 Q3	$634K	Buy	12,237 +82	+0.7%	+$4.12K	0.57%	23
2014 Q2	$572K	Sell	12,155 -25	-0.2%	-$1.19K	0.51%	26
2014 Q1	$587K	Sell	12,180 -85	-0.7%	-$4.23K	0.52%	24
2013 Q4	$639K	Buy	+12,265	New	+$621K	0.53%	24

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

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

Tarbox Family Office reduced its Citigroup (C) stake by 13% in Q1 2026, selling an estimated $65.5K and leaving 3,758 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #69.

Tarbox Family Office first reported a position in C in Q4 2013 and has held it in 49 quarters since. The position peaked at $639K in Q4 2013. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Tarbox Family Office held 3,758 shares of Citigroup worth $426K as of Q1 2026.
Tarbox Family Office sold 575 Citigroup shares in Q1 2026, an estimated $65.5K.
Citigroup made up 0.07% of Tarbox Family Office's portfolio in Q1 2026, its #69 holding.
Tarbox Family Office first reported a position in Citigroup in Q4 2013 and has held it in 49 quarters since.
Tarbox Family Office's Citigroup position peaked at $639K in Q4 2013.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.