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U.S. Capital Wealth Advisors’s Citigroup C Stock Holding History

U.S. Capital 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 		$5.05M Sell
44,497
-4,523
-9% -$515K 0.13% 189
2025
Q4 		$5.72M Buy
49,020
+10,381
+27% +$1.08M 0.15% 171
2025
Q3 		$3.92M Buy
38,639
+1,484
+4% +$141K 0.11% 211
2025
Q2 		$3.16M Buy
37,155
+1,886
+5% +$136K 0.09% 218
2025
Q1 		$2.5M Buy
35,269
+18,182
+106% +$1.39M 0.08% 249
2024
Q4 		$1.2M Buy
17,087
+649
+4% +$43.7K 0.04% 401
2024
Q3 		$1.03M Sell
16,438
-2,447
-13% -$151K 0.04% 351
2024
Q2 		$1.2M Sell
18,885
-3,348
-15% -$206K 0.05% 322
2024
Q1 		$1.41M Sell
22,233
-4,964
-18% -$276K 0.05% 284
2023
Q4 		$1.4M Sell
27,197
-8,450
-24% -$374K 0.06% 281
2023
Q3 		$1.47M Sell
35,647
-4,766
-12% -$209K 0.07% 253
2023
Q2 		$1.86M Sell
40,413
-26,421
-40% -$1.24M 0.09% 221
2023
Q1 		$3.13M Sell
66,834
-58,264
-47% -$2.86M 0.15% 139
2022
Q4 		$5.66M Sell
125,098
-7,877
-6% -$358K 0.26% 83
2022
Q3 		$5.54M Buy
132,975
+50
+0% +$2.47K 0.28% 80
2022
Q2 		$6.11M Sell
132,925
-89,611
-40% -$4.48M 0.27% 79
2022
Q1 		$11.9M Buy
222,536
+36,159
+19% +$2.23M 0.43% 43
2021
Q4 		$11.3M Sell
186,377
-19,652
-10% -$1.31M 0.45% 49
2021
Q3 		$14.3M Buy
+206,029
New +$14.4M 0.62% 32

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

U.S. Capital Wealth Advisors's C Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Citigroup (C) stake by 9.2% in Q1 2026, selling an estimated $515K and leaving 44,497 shares worth $5.05M. The position accounts for 0.13% of the portfolio, ranked #189.

U.S. Capital Wealth Advisors first reported a position in C in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q3 2021. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • U.S. Capital Wealth Advisors held 44,497 shares of Citigroup worth $5.05M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 4,523 Citigroup shares in Q1 2026, an estimated $515K.
  • Citigroup made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • U.S. Capital Wealth Advisors first reported a position in Citigroup in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Citigroup position peaked at $14.3M in Q3 2021.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.