TI
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tru Independence’s Citigroup C Stock Holding History

tru Independence’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 		– Sell
-60,565
Closed -$7.07M – 108
2025
Q4 		$7.07M Sell
60,565
-1,325
-2% -$138K 1.78% 14
2025
Q3 		$6.28M Sell
61,890
-405
-0.7% -$38.4K 1.63% 17
2025
Q2 		$5.3M Buy
+62,295
New +$4.5M 1.53% 22
2021
Q1 		– Sell
-55
Closed -$3 – 345
2020
Q4 		$3 Sell
55
-725
-93% -$36.9K ﹤0.01% 619
2020
Q3 		$34K Sell
780
-8,758
-92% -$436K 0.01% 227
2020
Q2 		$487 Buy
9,538
+6,291
+194% +$298K 0.07% 172
2020
Q1 		$8.2K Sell
3,247
-4,951
-60% -$332K 1.34% 11
2019
Q4 		$346K Buy
+8,198
New +$606K 0.05% 199

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

tru Independence's C Position: Q1 2026 in Review

tru Independence sold out of Citigroup (C) in Q1 2026, closing a stake of 60,565 shares — an estimated $7.07M sold.

tru Independence first reported a position in C in Q4 2019 and held it in 8 quarters. The position peaked at $7.07M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • tru Independence reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 60,565 Citigroup shares in Q1 2026, an estimated $7.07M.
  • tru Independence first reported a position in Citigroup in Q4 2019 and held it in 8 quarters.
  • tru Independence's Citigroup position peaked at $7.07M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.