TWM
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Tortuga Wealth Management’s Citigroup C Stock Holding History

Tortuga 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 		$448K Buy
3,948
+2,055
+109% +$234K 0.42% 54
2025
Q4 		$221K Buy
+1,893
New +$197K 0.23% 86

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

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

Tortuga Wealth Management increased its Citigroup (C) stake by 109% in Q1 2026, buying an estimated $234K and bringing the position to 3,948 shares worth $448K. The position accounts for 0.42% of the portfolio, ranked #54.

Tortuga Wealth Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Tortuga Wealth Management held 3,948 shares of Citigroup worth $448K as of Q1 2026.
  • Tortuga Wealth Management bought 2,055 Citigroup shares in Q1 2026, an estimated $234K.
  • Citigroup made up 0.42% of Tortuga Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Tortuga Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.