TrueMark Investments’s Citigroup C Stock Holding History

TrueMark Investments’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	-88,074	Closed	-$10.3M	–	180
2025 Q4	$10.3M	Sell	88,074 -3,027	-3%	-$314K	1.96%	6
2025 Q3	$9.25M	Sell	91,101 -3,674	-4%	-$349K	1.61%	9
2025 Q2	$8.07M	Buy	94,775 +16,470	+21%	+$1.19M	1.74%	8
2025 Q1	$5.56M	Buy	78,305 +7,560	+11%	+$576K	1.46%	12
2024 Q4	$4.98M	Buy	70,745 +5,981	+9%	+$403K	1.59%	22
2024 Q3	$4.05M	Sell	64,764 -13,735	-17%	-$849K	1.3%	20
2024 Q2	$4.98M	Buy	78,499 +17,757	+29%	+$1.09M	1.7%	5
2024 Q1	$3.84M	Buy	60,742 +31,988	+111%	+$1.78M	3.52%	2
2023 Q4	$1.48M	Buy	+28,754	New	+$1.27M	1.47%	34

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

TrueMark Investments's C Position: Q1 2026 in Review

TrueMark Investments sold out of Citigroup (C) in Q1 2026, closing a stake of 88,074 shares — an estimated $10.3M sold.

TrueMark Investments first reported a position in C in Q4 2023 and held it in 9 quarters. The position peaked at $10.3M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

TrueMark Investments reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
TrueMark Investments sold 88,074 Citigroup shares in Q1 2026, an estimated $10.3M.
TrueMark Investments first reported a position in Citigroup in Q4 2023 and held it in 9 quarters.
TrueMark Investments's Citigroup position peaked at $10.3M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.