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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
Q1 		– Hold
0
– – – 21
2025
Q4 		– Hold
0
– – – 19
2025
Q3 		– Hold
0
– – – 25
2025
Q2 		– Hold
0
– – – 38
2025
Q1 		– Hold
0
– – – 39

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 $295B AUM 31.6% 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

Chancellor Financial Group WB's C Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Citigroup (C) stake by 1.8% in Q1 2026, buying an estimated $47.3K and bringing the position to 23,323 shares worth $2.65M. The position accounts for 1.87% of the portfolio, ranked #10.

Chancellor Financial Group WB first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.67M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Chancellor Financial Group WB held 23,323 shares of Citigroup worth $2.65M as of Q1 2026.
  • Chancellor Financial Group WB bought 415 Citigroup shares in Q1 2026, an estimated $47.3K.
  • Citigroup made up 1.87% of Chancellor Financial Group WB's portfolio in Q1 2026, its #10 holding.
  • Chancellor Financial Group WB first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Citigroup position peaked at $2.67M in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.