Tepp RIA’s Citigroup C Stock Holding History

Tepp RIA’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	$502K	Hold	4,428	–	–	0.39%	25
2025 Q4	$517K	Sell	4,428 -9,001	-67%	-$935K	0.51%	21
2025 Q3	$1.36M	Buy	+13,429	New	+$1.27M	1.55%	10

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

Tepp RIA's C Position: Q1 2026 in Review

Tepp RIA held its Citigroup (C) position steady in Q1 2026 at 4,428 shares worth $502K. The position accounts for 0.39% of the portfolio, ranked #25.

Tepp RIA first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Tepp RIA held 4,428 shares of Citigroup worth $502K as of Q1 2026.
Tepp RIA left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.39% of Tepp RIA's portfolio in Q1 2026, its #25 holding.
Tepp RIA first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
Tepp RIA's Citigroup position peaked at $1.36M in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.