SEC 13F Intelligence

Peloton Wealth Strategists / C

Peloton Wealth Strategists’s Citigroup Inc Position

Does Peloton Wealth Strategists own Citigroup Inc (C)? Yes — 29.7K shares worth $3M (+1.36% of its 13F portfolio) as of Q1 2026, down from 30.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
29.7K
% of Portfolio
+1.36%
Quarters Held
5
currently held

Position History C

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.7K$3M+1.36%
Q4 202530.9K$4M+1.40%
Q3 202531.4K$3M+1.25%
Q2 202532.6K$3M+1.11%
Q1 202521.3K$2M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of C.