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Vermillion & White Wealth Management Group’s Citigroup C Stock Holding History

Vermillion & White Wealth Management 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
-74
Closed -$8.63K – 133
2025
Q4 		$8.63K Buy
74
+51
+222% +$5.3K ﹤0.01% 331
2025
Q3 		$2.33K Hold
23
– – ﹤0.01% 495
2025
Q2 		$1.96K Hold
23
– – ﹤0.01% 467
2025
Q1 		$1.63K Hold
23
– – ﹤0.01% 460
2024
Q4 		$1.62K Hold
23
– – ﹤0.01% 327
2024
Q3 		$1.44K Hold
23
– – ﹤0.01% 301
2024
Q2 		$1.46K Hold
23
– – ﹤0.01% 318
2024
Q1 		$1.46K Hold
23
– – ﹤0.01% 295
2023
Q4 		$1.18K Buy
+23
New +$1.02K ﹤0.01% 267

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

Vermillion & White Wealth Management Group's C Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Citigroup (C) in Q1 2026, closing a stake of 74 shares — an estimated $8.63K sold.

Vermillion & White Wealth Management Group first reported a position in C in Q4 2023 and held it in 9 quarters. The position peaked at $8.63K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 74 Citigroup shares in Q1 2026, an estimated $8.63K.
  • Vermillion & White Wealth Management Group first reported a position in Citigroup in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Citigroup position peaked at $8.63K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.