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Blalock Williams’s Citigroup C Stock Holding History

Blalock Williams’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 		$607K Buy
4,339
+388
+10% +$50.5K 0.39% 64
2026
Q1 		$448K Buy
3,951
+143
+4% +$16.3K 0.35% 71
2025
Q4 		$444K Buy
3,808
+189
+5% +$19.6K 0.36% 63
2025
Q3 		$367K Buy
3,619
+540
+18% +$51.2K 0.32% 79
2025
Q2 		$262K Buy
+3,079
New +$223K 0.26% 98

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 $3.38T AUM 44.17% 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

Blalock Williams's C Position: Q2 2026 in Review

Blalock Williams increased its Citigroup (C) stake by 9.8% in Q2 2026, buying an estimated $50.5K and bringing the position to 4,339 shares worth $607K. The position accounts for 0.39% of the portfolio, ranked #64.

Blalock Williams first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Blalock Williams held 4,339 shares of Citigroup worth $607K as of Q2 2026.
  • Blalock Williams bought 388 Citigroup shares in Q2 2026, an estimated $50.5K.
  • Citigroup made up 0.39% of Blalock Williams's portfolio in Q2 2026, its #64 holding.
  • Blalock Williams first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.