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TD Private Client Wealth’s Citigroup C Stock Holding History

TD Private Client Wealth’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 		$4.28M Sell
37,758
-3,308
-8% -$377K 0.09% 144
2025
Q4 		$4.79M Sell
41,066
-2,626
-6% -$273K 0.1% 132
2025
Q3 		$4.43M Buy
43,692
+1,379
+3% +$131K 0.1% 143
2025
Q2 		$3.6M Buy
42,313
+1,570
+4% +$113K 0.09% 164
2025
Q1 		$2.89M Buy
40,743
+1,868
+5% +$142K 0.08% 180
2024
Q4 		$2.74M Sell
38,875
-537
-1% -$36.2K 0.08% 179
2024
Q3 		$2.47M Buy
39,412
+1,307
+3% +$80.8K 0.07% 212
2024
Q2 		$2.42M Sell
38,105
-7,022
-16% -$433K 0.08% 199
2024
Q1 		$2.85M Buy
45,127
+2,398
+6% +$133K 0.09% 167
2023
Q4 		$2.2M Buy
42,729
+2,881
+7% +$128K 0.08% 199
2023
Q3 		$1.64M Sell
39,848
-132
-0.3% -$5.79K 0.07% 239
2023
Q2 		$1.84M Buy
39,980
+1,939
+5% +$90.8K 0.08% 236
2023
Q1 		$1.78M Sell
38,041
-14,746
-28% -$724K 0.08% 239
2022
Q4 		$2.39M Sell
52,787
-13,498
-20% -$613K 0.11% 187
2022
Q3 		$2.77M Buy
66,285
+424
+0.6% +$20.9K 0.14% 151
2022
Q2 		$3.03M Buy
65,861
+7,743
+13% +$387K 0.15% 148
2022
Q1 		$3.1M Buy
58,118
+12,727
+28% +$786K 0.13% 172
2021
Q4 		$2.74M Sell
45,391
-3,470
-7% -$231K 0.11% 181
2021
Q3 		$3.43M Sell
48,861
-1,289
-3% -$90.1K 0.15% 153
2021
Q2 		$3.55M Buy
50,150
+1,076
+2% +$79.6K 0.15% 152
2021
Q1 		$3.57M Sell
49,074
-1,674
-3% -$112K 0.17% 147
2020
Q4 		$3.13M Buy
50,748
+1,911
+4% +$97.1K 0.16% 141
2020
Q3 		$2.11M Sell
48,837
-8,429
-15% -$420K 0.12% 181
2020
Q2 		$2.93M Buy
57,266
+15,595
+37% +$740K 0.17% 134
2020
Q1 		$1.76M Sell
41,671
-8,504
-17% -$571K 0.13% 161
2019
Q4 		$4.01M Buy
+50,175
New +$3.71M 0.24% 104

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

TD Private Client Wealth's C Position: Q1 2026 in Review

TD Private Client Wealth reduced its Citigroup (C) stake by 8.1% in Q1 2026, selling an estimated $377K and leaving 37,758 shares worth $4.28M. The position accounts for 0.09% of the portfolio, ranked #144.

TD Private Client Wealth first reported a position in C in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.79M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • TD Private Client Wealth held 37,758 shares of Citigroup worth $4.28M as of Q1 2026.
  • TD Private Client Wealth sold 3,308 Citigroup shares in Q1 2026, an estimated $377K.
  • Citigroup made up 0.09% of TD Private Client Wealth's portfolio in Q1 2026, its #144 holding.
  • TD Private Client Wealth first reported a position in Citigroup in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Citigroup position peaked at $4.79M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.