TWM
C icon

Tripletail Wealth Management’s Citigroup C Stock Holding History

Tripletail 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 		$265K Buy
2,300
+50
+2% +$5.69K 0.36% 57
2025
Q4 		$263K Buy
2,250
+50
+2% +$5.19K 0.33% 57
2025
Q3 		$217K Hold
2,200
– – 0.26% 69
2025
Q2 		$203K Buy
+2,200
New +$159K 0.29% 73

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

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

Tripletail Wealth Management increased its Citigroup (C) stake by 2.2% in Q1 2026, buying an estimated $5.69K and bringing the position to 2,300 shares worth $265K. The position accounts for 0.36% of the portfolio, ranked #57.

Tripletail Wealth Management first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Tripletail Wealth Management held 2,300 shares of Citigroup worth $265K as of Q1 2026.
  • Tripletail Wealth Management bought 50 Citigroup shares in Q1 2026, an estimated $5.69K.
  • Citigroup made up 0.36% of Tripletail Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Tripletail Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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