Tradition Wealth Management’s Citigroup C Stock Holding History

Tradition 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	$281K	Sell	2,479 -318	-11%	-$36.2K	0.02%	403
2025 Q4	$326K	Buy	+2,797	New	+$290K	0.02%	362
2024 Q1	–	Sell	-999	Closed	-$51K	–	491
2023 Q4	$51K	Sell	999 -1,384	-58%	-$61.3K	0.01%	621
2023 Q3	$98K	Sell	2,383 -1,744	-42%	-$76.5K	0.01%	442
2023 Q2	$190K	Sell	4,127 -7,305	-64%	-$342K	0.02%	321
2023 Q1	$536K	Sell	11,432 -1,563	-12%	-$76.7K	0.07%	165
2022 Q4	$588K	Sell	12,995 -9,734	-43%	-$442K	0.08%	145
2022 Q3	$947K	Sell	22,729 -403	-2%	-$19.9K	0.14%	114
2022 Q2	$1.06M	Buy	23,132 +2,810	+14%	+$141K	0.15%	106
2022 Q1	$1.08M	Sell	20,322 -2,464	-11%	-$152K	0.14%	121
2021 Q4	$1.38M	Buy	22,786 +2,266	+11%	+$151K	0.17%	114
2021 Q3	$1.44M	Buy	20,520 +5,415	+36%	+$379K	0.2%	105
2021 Q2	$1.07M	Buy	15,105 +4,510	+43%	+$334K	0.16%	118
2021 Q1	$771K	Buy	10,595 +4,713	+80%	+$315K	0.13%	121
2020 Q4	$363K	Buy	+5,882	New	+$299K	0.07%	178

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

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

Tradition Wealth Management reduced its Citigroup (C) stake by 11% in Q1 2026, selling an estimated $36.2K and leaving 2,479 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #403.

Tradition Wealth Management first reported a position in C in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2021. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Tradition Wealth Management held 2,479 shares of Citigroup worth $281K as of Q1 2026.
Tradition Wealth Management sold 318 Citigroup shares in Q1 2026, an estimated $36.2K.
Citigroup made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #403 holding.
Tradition Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 15 quarters since.
Tradition Wealth Management's Citigroup position peaked at $1.44M in Q3 2021.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.