Burton Enright Welch’s Citigroup C Stock Holding History

Burton Enright Welch’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	–	Sell	-1,868	Closed	-$212K	–	137
2026 Q1	$212K	Buy	+1,868	New	+$213K	0.03%	131

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burton Enright Welch's C Position: Q2 2026 in Review

Burton Enright Welch sold out of Citigroup (C) in Q2 2026, closing a stake of 1,868 shares — an estimated $212K sold.

Burton Enright Welch first reported a position in C in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Burton Enright Welch reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Burton Enright Welch sold 1,868 Citigroup shares in Q2 2026, an estimated $212K.
Burton Enright Welch first reported a position in Citigroup in Q1 2026 and held it in 1 quarter.
Burton Enright Welch's Citigroup position peaked at $212K in Q1 2026.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.