Wallace Advisory Group’s Citigroup C Stock Holding History

Wallace Advisory 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	$268K	Sell	2,365 -130	-5%	-$14.8K	0.29%	92
2025 Q4	$291K	Sell	2,495 -2,880	-54%	-$299K	0.31%	90
2025 Q3	$458K	Sell	5,375 -1,076	-17%	-$102K	0.37%	82
2025 Q2	$458K	Sell	6,451 -858	-12%	-$62K	0.33%	88
2025 Q1	$514K	Sell	7,309 -112	-2%	-$8.54K	0.36%	79
2024 Q4	$465K	Buy	7,421 +839	+13%	+$56.5K	0.32%	89
2024 Q3	$418K	Sell	6,582 -217	-3%	-$13.4K	0.31%	89
2024 Q2	$431K	Buy	6,799 +1,756	+35%	+$108K	0.31%	87
2024 Q1	$259K	Sell	5,043 -967	-16%	-$53.8K	0.19%	131
2023 Q4	$247K	Buy	6,010 +532	+10%	+$23.6K	0.19%	128
2023 Q3	$252K	Sell	5,478 -165	-3%	-$7.24K	0.18%	136
2023 Q2	$265K	Hold	5,643	–	–	0.2%	129
2023 Q1	$265K	Buy	5,643 +1,214	+27%	+$59.6K	0.2%	129
2022 Q4	$200K	Buy	+4,429	New	+$201K	0.16%	148

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

Wallace Advisory Group's C Position: Q1 2026 in Review

Wallace Advisory Group reduced its Citigroup (C) stake by 5.2% in Q1 2026, selling an estimated $14.8K and leaving 2,365 shares worth $268K. The position accounts for 0.29% of the portfolio, ranked #92.

Wallace Advisory Group first reported a position in C in Q4 2022 and has held it in 14 quarters since. The position peaked at $514K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Wallace Advisory Group held 2,365 shares of Citigroup worth $268K as of Q1 2026.
Wallace Advisory Group sold 130 Citigroup shares in Q1 2026, an estimated $14.8K.
Citigroup made up 0.29% of Wallace Advisory Group's portfolio in Q1 2026, its #92 holding.
Wallace Advisory Group first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Citigroup position peaked at $514K in Q1 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.