Wealth Effects’s Citigroup C Stock Holding History

Wealth Effects’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	$1.34M	Sell	11,780 -200	-2%	-$22.8K	0.47%	48
2025 Q4	$1.4M	Sell	11,980 -4,482	-27%	-$465K	0.44%	40
2025 Q3	$1.67M	Buy	16,462 +3	+0%	+$285	0.54%	33
2025 Q2	$1.4M	Buy	16,459 +2,859	+21%	+$207K	0.52%	38
2025 Q1	$965K	Buy	13,600 +4,650	+52%	+$355K	0.41%	55
2024 Q4	$630K	Buy	8,950 +100	+1%	+$6.74K	0.22%	86
2024 Q3	$554K	Sell	8,850 -650	-7%	-$40.2K	0.19%	99
2024 Q2	$603K	Buy	9,500 +1,300	+16%	+$80.2K	0.22%	86
2024 Q1	$519K	Buy	8,200 +2,600	+46%	+$145K	0.19%	105
2023 Q4	$288K	Hold	5,600	–	–	0.11%	158
2023 Q3	$230K	Buy	5,600 +985	+21%	+$43.2K	0.11%	149
2023 Q2	$212K	Buy	+4,615	New	+$216K	0.09%	165
2022 Q2	–	Sell	-8,375	Closed	-$447K	–	192
2022 Q1	$447K	Sell	8,375 -2,873	-26%	-$177K	0.21%	98
2021 Q4	$679K	Buy	+11,248	New	+$748K	0.28%	75

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

Wealth Effects's C Position: Q1 2026 in Review

Wealth Effects reduced its Citigroup (C) stake by 1.7% in Q1 2026, selling an estimated $22.8K and leaving 11,780 shares worth $1.34M. The position accounts for 0.47% of the portfolio, ranked #48.

Wealth Effects first reported a position in C in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Wealth Effects held 11,780 shares of Citigroup worth $1.34M as of Q1 2026.
Wealth Effects sold 200 Citigroup shares in Q1 2026, an estimated $22.8K.
Citigroup made up 0.47% of Wealth Effects's portfolio in Q1 2026, its #48 holding.
Wealth Effects first reported a position in Citigroup in Q4 2021 and has held it in 14 quarters since.
Wealth Effects's Citigroup position peaked at $1.67M in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.