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Annis Gardner Whiting Capital Advisors’s Citigroup C Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		$3.92M Buy
28,021
+677
+2% +$88.1K 0.59% 23
2026
Q1 		$3.1M Buy
27,344
+191
+0.7% +$21.8K 0.5% 29
2025
Q4 		$3.17M Buy
27,153
+176
+0.7% +$18.3K 0.6% 21
2025
Q3 		$2.74M Buy
26,977
+14,955
+124% +$1.42M 0.56% 25
2025
Q2 		$1.02M Buy
12,022
+181
+2% +$13.1K 0.35% 60
2025
Q1 		$841K Sell
11,841
-13,714
-54% -$1.05M 0.36% 64
2024
Q4 		$1.8M Sell
25,555
-150
-0.6% -$10.1K 0.5% 39
2024
Q3 		$1.61M Sell
25,705
-90
-0.3% -$5.57K 0.45% 38
2024
Q2 		$1.64M Buy
25,795
+12,998
+102% +$801K 0.47% 36
2024
Q1 		$809K Buy
12,797
+1,100
+9% +$61.2K 0.29% 66
2023
Q4 		$602K Buy
11,697
+1,136
+11% +$50.3K 0.27% 74
2023
Q3 		$434K Buy
+10,561
New +$464K 0.23% 84

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's C Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Citigroup (C) stake by 2.5% in Q2 2026, buying an estimated $88.1K and bringing the position to 28,021 shares worth $3.92M. The position accounts for 0.59% of the portfolio, ranked #23.

Annis Gardner Whiting Capital Advisors first reported a position in C in Q3 2023 and has held it in 12 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 28,021 shares of Citigroup worth $3.92M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 677 Citigroup shares in Q2 2026, an estimated $88.1K.
  • Citigroup made up 0.59% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #23 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.