Texas Capital Bank Wealth Management Services’s Citigroup C Stock Holding History

Texas Capital Bank Wealth Management Services’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	$2.42M	Sell	21,373 -1	-0%	-$114	0.14%	82
2025 Q4	$2.49M	Buy	21,374 +3,898	+22%	+$405K	0.14%	76
2025 Q3	$1.77M	Buy	17,476 +2,879	+20%	+$273K	0.15%	71
2025 Q2	$1.24M	Buy	14,597 +1,231	+9%	+$89K	0.12%	79
2025 Q1	$949K	Buy	13,366 +85	+0.6%	+$6.48K	0.1%	86
2024 Q4	$935K	Buy	+13,281	New	+$895K	0.1%	72
2024 Q1	–	Sell	-6,372	Closed	-$328K	–	209
2023 Q4	$328K	Sell	6,372 -9,992	-61%	-$442K	0.04%	139
2023 Q3	$673K	Buy	16,364 +113	+0.7%	+$4.96K	0.09%	102
2023 Q2	$748K	Buy	16,251 +824	+5%	+$38.6K	0.08%	105
2023 Q1	$723K	Sell	15,427 -10,000	-39%	-$491K	0.08%	102
2022 Q4	$1.15M	Hold	25,427	–	–	0.14%	71
2022 Q3	$1.06M	Buy	+25,427	New	+$1.26M	0.14%	74
2020 Q4	–	Sell	-17,330	Closed	-$747K	–	136
2020 Q3	$747K	Buy	+17,330	New	+$863K	0.12%	87

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

Texas Capital Bank Wealth Management Services's C Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Citigroup (C) stake by 0% in Q1 2026, selling an estimated $114 and leaving 21,373 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #82.

Texas Capital Bank Wealth Management Services first reported a position in C in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.49M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Texas Capital Bank Wealth Management Services held 21,373 shares of Citigroup worth $2.42M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 1 Citigroup share in Q1 2026, an estimated $114.
Citigroup made up 0.14% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #82 holding.
Texas Capital Bank Wealth Management Services first reported a position in Citigroup in Q3 2020 and has held it in 13 quarters since.
Texas Capital Bank Wealth Management Services's Citigroup position peaked at $2.49M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.