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Turning Point Benefit Group’s Citigroup C Stock Holding History

Turning Point Benefit Group’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
-97
Closed -$11.3K – 199
2025
Q4 		$11.3K Sell
97
-957
-91% -$99.4K 0.01% 236
2025
Q3 		$104K Buy
+1,054
New +$100K 0.06% 117

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Turning Point Benefit Group's C Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Citigroup (C) in Q1 2026, closing a stake of 97 shares — an estimated $11.3K sold.

Turning Point Benefit Group first reported a position in C in Q3 2025 and held it in 2 quarters. The position peaked at $104K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 97 Citigroup shares in Q1 2026, an estimated $11.3K.
  • Turning Point Benefit Group first reported a position in Citigroup in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Citigroup position peaked at $104K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.