Thryve Wealth Management’s Citigroup C Stock Holding History

Thryve Wealth 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	–	Sell	-5,324	Closed	-$621K	–	53
2025 Q4	$621K	Buy	+5,324	New	+$553K	0.31%	48

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thryve Wealth Management's C Position: Q1 2026 in Review

Thryve Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 5,324 shares — an estimated $621K sold.

Thryve Wealth Management first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $621K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

Thryve Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Thryve Wealth Management sold 5,324 Citigroup shares in Q1 2026, an estimated $621K.
Thryve Wealth Management first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
Thryve Wealth Management's Citigroup position peaked at $621K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Thryve Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.