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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
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 $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 $336B AUM 34.66% 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

Blalock Williams's C Position: Q1 2026 in Review

Blalock Williams increased its Citigroup (C) stake by 3.8% in Q1 2026, buying an estimated $16.3K and bringing the position to 3,951 shares worth $448K. The position accounts for 0.35% of the portfolio, ranked #71.

Blalock Williams first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Blalock Williams held 3,951 shares of Citigroup worth $448K as of Q1 2026.
  • Blalock Williams bought 143 Citigroup shares in Q1 2026, an estimated $16.3K.
  • Citigroup made up 0.35% of Blalock Williams's portfolio in Q1 2026, its #71 holding.
  • Blalock Williams first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.