WQ
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Wealth Quarterback’s Citigroup C Stock Holding History

Wealth Quarterback’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 		$305K Sell
2,692
-150
-5% -$17.1K 0.12% 125
2025
Q4 		$332K Buy
2,842
+16
+0.6% +$1.66K 0.12% 119
2025
Q3 		$287K Sell
2,826
-112
-4% -$10.6K 0.11% 130
2025
Q2 		$250K Buy
2,938
+4
+0.1% +$289 0.12% 120
2025
Q1 		$208K Sell
2,934
-286
-9% -$21.8K 0.12% 118
2024
Q4 		$227K Sell
3,220
-138
-4% -$9.3K 0.11% 106
2024
Q3 		$210K Sell
3,358
-502
-13% -$31K 0.11% 118
2024
Q2 		$245K Sell
3,860
-10,259
-73% -$633K 0.14% 100
2024
Q1 		$893K Sell
14,119
-4,803
-25% -$267K 0.5% 44
2023
Q4 		$973K Buy
18,922
+953
+5% +$42.2K 0.59% 32
2023
Q3 		$739K Sell
17,969
-298
-2% -$13.1K 0.64% 35
2023
Q2 		$841K Buy
18,267
+7,604
+71% +$356K 0.58% 33
2023
Q1 		$500K Buy
10,663
+1,011
+10% +$49.6K 0.42% 55
2022
Q4 		$437K Buy
9,652
+711
+8% +$32.3K 0.36% 65
2022
Q3 		$373K Buy
8,941
+660
+8% +$32.6K 0.4% 64
2022
Q2 		$381K Buy
+8,281
New +$414K 0.3% 75
2021
Q3 		$246K Buy
3,499
+79
+2% +$5.52K 0.16% 96
2021
Q2 		$242K Buy
+3,420
New +$253K 0.15% 101
2020
Q4 		$456K Sell
7,401
-4,578
-38% -$233K 0.38% 65
2020
Q3 		$612K Hold
11,979
– – 0.56% 49
2020
Q2 		$612K Buy
11,979
+7,604
+174% +$361K 0.56% 49
2020
Q1 		$214K Sell
4,375
-18,890
-81% -$1.27M 0.2% 97
2019
Q4 		$37.5K Buy
+23,265
New +$1.72M 0.03% 276

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 Quarterback's C Position: Q1 2026 in Review

Wealth Quarterback reduced its Citigroup (C) stake by 5.3% in Q1 2026, selling an estimated $17.1K and leaving 2,692 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #125.

Wealth Quarterback first reported a position in C in Q4 2019 and has held it in 23 quarters since. The position peaked at $973K in Q4 2023. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Wealth Quarterback held 2,692 shares of Citigroup worth $305K as of Q1 2026.
  • Wealth Quarterback sold 150 Citigroup shares in Q1 2026, an estimated $17.1K.
  • Citigroup made up 0.12% of Wealth Quarterback's portfolio in Q1 2026, its #125 holding.
  • Wealth Quarterback first reported a position in Citigroup in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Citigroup position peaked at $973K in Q4 2023.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.