TritonPoint Wealth’s Citigroup C Stock Holding History

TritonPoint Wealth’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	$488K	Buy	4,302 +217	+5%	+$24.7K	0.05%	179
2025 Q4	$477K	Sell	4,085 -904	-18%	-$93.9K	0.05%	179
2025 Q3	$506K	Buy	4,989 +104	+2%	+$9.87K	0.04%	220
2025 Q2	$416K	Buy	4,885 +492	+11%	+$35.6K	0.04%	235
2025 Q1	$312K	Buy	4,393 +1,483	+51%	+$113K	0.03%	268
2024 Q4	$205K	Buy	+2,910	New	+$196K	0.02%	326

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

TritonPoint Wealth's C Position: Q1 2026 in Review

TritonPoint Wealth increased its Citigroup (C) stake by 5.3% in Q1 2026, buying an estimated $24.7K and bringing the position to 4,302 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #179.

TritonPoint Wealth first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q3 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

TritonPoint Wealth held 4,302 shares of Citigroup worth $488K as of Q1 2026.
TritonPoint Wealth bought 217 Citigroup shares in Q1 2026, an estimated $24.7K.
Citigroup made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #179 holding.
TritonPoint Wealth first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
TritonPoint Wealth's Citigroup position peaked at $506K in Q3 2025.
2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.