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Wealth Management Associates’s Citigroup C Stock Holding History

Wealth Management Associates’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 		$762K Buy
6,715
+875
+15% +$99.6K 0.26% 79
2025
Q4 		$681K Sell
5,840
-1,109
-16% -$115K 0.24% 78
2025
Q3 		$705K Buy
6,949
+45
+0.7% +$4.27K 0.25% 76
2025
Q2 		$588K Sell
6,904
-48
-0.7% -$3.47K 0.23% 85
2025
Q1 		$494K Sell
6,952
-465
-6% -$35.5K 0.21% 94
2024
Q4 		$522K Buy
7,417
+1
+0% +$67 0.22% 87
2024
Q3 		$464K Buy
+7,416
New +$459K 0.2% 98

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

Wealth Management Associates's C Position: Q1 2026 in Review

Wealth Management Associates increased its Citigroup (C) stake by 15% in Q1 2026, buying an estimated $99.6K and bringing the position to 6,715 shares worth $762K. The position accounts for 0.26% of the portfolio, ranked #79.

Wealth Management Associates first reported a position in C in Q3 2024 and has held it in 7 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Wealth Management Associates held 6,715 shares of Citigroup worth $762K as of Q1 2026.
  • Wealth Management Associates bought 875 Citigroup shares in Q1 2026, an estimated $99.6K.
  • Citigroup made up 0.26% of Wealth Management Associates's portfolio in Q1 2026, its #79 holding.
  • Wealth Management Associates first reported a position in Citigroup in Q3 2024 and has held it in 7 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.