Turtle Creek Wealth Advisors’s Citigroup C Stock Holding History

Turtle Creek Wealth Advisors’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	$1.76M	Buy	15,502 +1,775	+13%	+$202K	0.13%	106
2025 Q4	$1.6M	Buy	13,727 +2,961	+28%	+$307K	0.13%	114
2025 Q3	$1.09M	Sell	10,766 -967	-8%	-$91.8K	0.1%	128
2025 Q2	$999K	Buy	11,733 +1,572	+15%	+$114K	0.12%	116
2025 Q1	$721K	Sell	10,161 -176	-2%	-$13.4K	0.11%	94
2024 Q4	$728K	Buy	10,337 +1,006	+11%	+$67.8K	0.17%	59
2024 Q3	$584K	Sell	9,331 -1,250	-12%	-$77.3K	0.12%	92
2024 Q2	$671K	Buy	10,581 +543	+5%	+$33.5K	0.16%	81
2024 Q1	$635K	Sell	10,038 -20	-0.2%	-$1.11K	0.16%	83
2023 Q4	$517K	Buy	+10,058	New	+$445K	0.15%	88

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

Turtle Creek Wealth Advisors's C Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Citigroup (C) stake by 13% in Q1 2026, buying an estimated $202K and bringing the position to 15,502 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #106.

Turtle Creek Wealth Advisors first reported a position in C in Q4 2023 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Turtle Creek Wealth Advisors held 15,502 shares of Citigroup worth $1.76M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,775 Citigroup shares in Q1 2026, an estimated $202K.
Citigroup made up 0.13% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #106 holding.
Turtle Creek Wealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.