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TKG Advisors’s Citigroup C Stock Holding History

TKG Advisors’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 		$6.47M Sell
57,049
-555
-1% -$63.2K 2.67% 10
2025
Q4 		$6.72M Buy
57,604
+34,256
+147% +$3.56M 2.71% 9
2025
Q3 		$2.37M Buy
+23,348
New +$2.22M 1.02% 35

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

TKG Advisors's C Position: Q1 2026 in Review

TKG Advisors reduced its Citigroup (C) stake by 0.96% in Q1 2026, selling an estimated $63.2K and leaving 57,049 shares worth $6.47M. The position accounts for 2.67% of the portfolio, ranked #10.

TKG Advisors first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.72M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • TKG Advisors held 57,049 shares of Citigroup worth $6.47M as of Q1 2026.
  • TKG Advisors sold 555 Citigroup shares in Q1 2026, an estimated $63.2K.
  • Citigroup made up 2.67% of TKG Advisors's portfolio in Q1 2026, its #10 holding.
  • TKG Advisors first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • TKG Advisors's Citigroup position peaked at $6.72M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.