Wealthspire Advisors (New York)’s Citigroup C Stock Holding History

Wealthspire Advisors (New York)’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	$1.48M	Sell	13,038 -9,326	-42%	-$1.06M	0.01%	333
2025 Q4	$2.61M	Buy	22,364 +11,662	+109%	+$1.21M	0.02%	254
2025 Q3	$1.09M	Sell	10,702 -2,719	-20%	-$258K	0.01%	372
2025 Q2	$1.14M	Sell	13,421 -1,086	-7%	-$78.5K	0.01%	363
2025 Q1	$1.03M	Buy	14,507 +5,960	+70%	+$454K	0.01%	374
2024 Q4	$602K	Sell	8,547 -24	-0.3%	-$1.62K	0.01%	467
2024 Q3	$537K	Buy	8,571 +4,594	+116%	+$284K	0.01%	483
2024 Q2	$252K	Buy	3,977 +457	+13%	+$28.2K	﹤0.01%	576
2024 Q1	$223K	Sell	3,520 -873	-20%	-$48.6K	﹤0.01%	575
2023 Q4	$226K	Buy	+4,393	New	+$194K	﹤0.01%	585
2023 Q3	–	Sell	-20,205	Closed	-$930K	–	596
2023 Q2	$930K	Sell	20,205 -4,933	-20%	-$231K	0.02%	258
2023 Q1	$1.18M	Sell	25,138 -4,507	-15%	-$221K	0.02%	223
2022 Q4	$1.34M	Buy	29,645 +12,916	+77%	+$587K	0.02%	210
2022 Q3	$697K	Sell	16,729 -1,446	-8%	-$71.4K	0.01%	286
2022 Q2	$836K	Buy	18,175 +10,557	+139%	+$528K	0.02%	233
2022 Q1	$407K	Sell	7,618 -1,933	-20%	-$119K	0.01%	303
2021 Q4	$577K	Sell	9,551 -5,388	-36%	-$358K	0.01%	301
2021 Q3	$1.05M	Buy	14,939 +6,652	+80%	+$465K	0.02%	241
2021 Q2	$586K	Sell	8,287 -13,050	-61%	-$966K	0.02%	209
2021 Q1	$1.55M	Buy	21,337 +4,274	+25%	+$285K	0.04%	205
2020 Q4	$1.05M	Buy	17,063 +9,723	+132%	+$494K	0.03%	200
2020 Q3	$316K	Sell	7,340 -1,547	-17%	-$77.1K	0.02%	233
2020 Q2	$454K	Sell	8,887 -21,329	-71%	-$1.01M	0.03%	159
2020 Q1	$1.27M	Buy	30,216 +21,963	+266%	+$1.47M	0.05%	167
2019 Q4	$659K	Buy	8,253 +1,556	+23%	+$115K	0.05%	89
2019 Q3	$463K	Buy	+6,697	New	+$456K	0.04%	91
2019 Q1	–	Sell	-1,346	Closed	-$70K	–	161
2018 Q4	$70K	Buy	+1,346	New	+$85.2K	0.01%	147

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

Wealthspire Advisors (New York)'s C Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Citigroup (C) stake by 42% in Q1 2026, selling an estimated $1.06M and leaving 13,038 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #333.

Wealthspire Advisors (New York) first reported a position in C in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.61M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Wealthspire Advisors (New York) held 13,038 shares of Citigroup worth $1.48M as of Q1 2026.
Wealthspire Advisors (New York) sold 9,326 Citigroup shares in Q1 2026, an estimated $1.06M.
Citigroup made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #333 holding.
Wealthspire Advisors (New York) first reported a position in Citigroup in Q4 2018 and has held it in 27 quarters since.
Wealthspire Advisors (New York)'s Citigroup position peaked at $2.61M in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.