Douglass Winthrop Advisors’s Citigroup C Stock Holding History

Douglass Winthrop Advisors’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	$351K	Hold	2,506	–	–	0.01%	259
2026 Q1	$284K	Buy	+2,506	New	+$285K	0.01%	267
2019 Q4	–	Sell	-3,035	Closed	-$210K	–	261
2019 Q3	$210K	Hold	3,035	–	–	0.01%	252
2019 Q2	$213K	Buy	+3,035	New	+$203K	0.01%	251
2018 Q4	–	Sell	-3,415	Closed	-$245K	–	247
2018 Q3	$245K	Hold	3,415	–	–	0.01%	229
2018 Q2	$229K	Buy	3,415 +452	+15%	+$31.1K	0.01%	266
2018 Q1	$200K	Buy	+2,963	New	+$223K	0.01%	264
2017 Q4	–	Sell	-2,992	Closed	-$218K	–	242
2017 Q3	$218K	Buy	+2,992	New	+$204K	0.01%	238
2016 Q1	–	Sell	-14,095	Closed	-$729K	–	226
2015 Q4	$729K	Sell	14,095 -8,970	-39%	-$476K	0.05%	141
2015 Q3	$1.14M	Buy	+23,065	New	+$1.26M	0.09%	111

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

Douglass Winthrop Advisors's C Position: Q2 2026 in Review

Douglass Winthrop Advisors held its Citigroup (C) position steady in Q2 2026 at 2,506 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #259.

Douglass Winthrop Advisors first reported a position in C in Q3 2015 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2015. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Douglass Winthrop Advisors held 2,506 shares of Citigroup worth $351K as of Q2 2026.
Douglass Winthrop Advisors left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #259 holding.
Douglass Winthrop Advisors first reported a position in Citigroup in Q3 2015 and has held it in 10 quarters since.
Douglass Winthrop Advisors's Citigroup position peaked at $1.14M in Q3 2015.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.