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Chancellor Financial Group WB’s Citigroup C Stock Holding History

Chancellor Financial Group WB’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 		$3.25M Sell
23,190
-133
-0.6% -$17.3K 2.01% 10
2026
Q1 		$2.65M Buy
23,323
+415
+2% +$47.3K 1.87% 10
2025
Q4 		$2.67M Buy
22,908
+80
+0.4% +$8.31K 1.81% 10
2025
Q3 		$2.32M Buy
22,828
+57
+0.3% +$5.41K 1.63% 11
2025
Q2 		$1.94M Sell
22,771
-605
-3% -$43.7K 1.5% 11
2025
Q1 		$1.66M Buy
23,376
+3,093
+15% +$236K 1.37% 13
2024
Q4 		$1.43M Buy
+20,283
New +$1.37M 1.15% 18

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

Chancellor Financial Group WB's C Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Citigroup (C) stake by 0.57% in Q2 2026, selling an estimated $17.3K and leaving 23,190 shares worth $3.25M. The position accounts for 2.01% of the portfolio, ranked #10.

Chancellor Financial Group WB first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Chancellor Financial Group WB held 23,190 shares of Citigroup worth $3.25M as of Q2 2026.
  • Chancellor Financial Group WB sold 133 Citigroup shares in Q2 2026, an estimated $17.3K.
  • Citigroup made up 2.01% of Chancellor Financial Group WB's portfolio in Q2 2026, its #10 holding.
  • Chancellor Financial Group WB first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.