TFC Financial Management’s Citigroup C Stock Holding History

TFC Financial Management’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	$36.9K	Sell	325 -34	-9%	-$3.87K	﹤0.01%	297
2025 Q4	$41.9K	Hold	359	–	–	0.01%	287
2025 Q3	$36.4K	Buy	359 +34	+10%	+$3.23K	﹤0.01%	297
2025 Q2	$27.7K	Hold	325	–	–	﹤0.01%	311
2025 Q1	$23.1K	Hold	325	–	–	﹤0.01%	311
2024 Q4	$22.9K	Hold	325	–	–	﹤0.01%	300
2024 Q3	$20.3K	Sell	325 -18	-5%	-$1.11K	﹤0.01%	324
2024 Q2	$21.8K	Buy	343 +18	+6%	+$1.11K	﹤0.01%	292
2024 Q1	$20.6K	Buy	325 +109	+50%	+$6.07K	﹤0.01%	290
2023 Q4	$11.1K	Buy	216 +61	+39%	+$2.7K	﹤0.01%	326
2023 Q3	$6.38K	Sell	155 -15	-9%	-$658	﹤0.01%	372
2023 Q2	$7.83K	Buy	+170	New	+$7.96K	﹤0.01%	348
2022 Q3	–	Sell	-31	Closed	-$1K	–	534
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	443
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	405
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	454
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	442
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	430
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	420
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	417
2020 Q3	$1K	Buy	+31	New	+$1.54K	﹤0.01%	440

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

TFC Financial Management's C Position: Q1 2026 in Review

TFC Financial Management reduced its Citigroup (C) stake by 9.5% in Q1 2026, selling an estimated $3.87K and leaving 325 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

TFC Financial Management first reported a position in C in Q3 2020 and has held it in 20 quarters since. The position peaked at $41.9K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

TFC Financial Management held 325 shares of Citigroup worth $36.9K as of Q1 2026.
TFC Financial Management sold 34 Citigroup shares in Q1 2026, an estimated $3.87K.
Citigroup made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #297 holding.
TFC Financial Management first reported a position in Citigroup in Q3 2020 and has held it in 20 quarters since.
TFC Financial Management's Citigroup position peaked at $41.9K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.