Tucker Asset Management’s Citigroup C Stock Holding History

Tucker Asset 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	–	Sell	-1,119	Closed	-$131K	–	469
2025 Q4	$131K	Buy	+1,119	New	+$116K	0.04%	159
2025 Q1	–	Sell	-1,095	Closed	-$77.1K	–	396
2024 Q4	$77.1K	Buy	1,095 +95	+10%	+$6.4K	0.01%	286
2024 Q3	$62.6K	Hold	1,000	–	–	0.01%	302
2024 Q2	$63.5K	Hold	1,000	–	–	0.01%	352
2024 Q1	$63.2K	Hold	1,000	–	–	0.01%	384
2023 Q4	$51.4K	Hold	1,000	–	–	0.01%	334
2023 Q3	$41.1K	Hold	1,000	–	–	0.01%	371
2023 Q2	$46K	Hold	1,000	–	–	0.01%	276
2023 Q1	$46.9K	Hold	1,000	–	–	0.01%	257
2022 Q4	$45.2K	Hold	1,000	–	–	0.01%	154
2022 Q3	$45.9K	Hold	1,000	–	–	0.02%	144
2022 Q2	$46K	Hold	1,000	–	–	0.01%	98
2022 Q1	$53.4K	Hold	1,000	–	–	0.02%	91
2021 Q4	$60.4K	Hold	1,000	–	–	0.02%	78
2021 Q3	$69.2K	Hold	1,000	–	–	0.02%	62
2021 Q2	$70.8K	Hold	1,000	–	–	0.03%	47
2021 Q1	$72.8K	Buy	1,000 +833	+499%	+$55.6K	0.04%	53
2020 Q4	$10.3K	Buy	+167	New	+$8.49K	0.01%	195

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tucker Asset Management's C Position: Q1 2026 in Review

Tucker Asset Management sold out of Citigroup (C) in Q1 2026, closing a stake of 1,119 shares — an estimated $131K sold.

Tucker Asset Management first reported a position in C in Q4 2020 and held it in 18 quarters. The position peaked at $131K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold C as of Q1 2026.

Tucker Asset Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,119 Citigroup shares in Q1 2026, an estimated $131K.
Tucker Asset Management first reported a position in Citigroup in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's Citigroup position peaked at $131K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.