First Wilshire Securities Management’s Citigroup C Stock Holding History

First Wilshire Securities Management’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	$286K	Sell	2,046 -32	-2%	-$4.17K	0.06%	73
2026 Q1	$236K	Sell	2,078 -284	-12%	-$32.3K	0.05%	78
2025 Q4	$276K	Buy	2,362 +12	+0.5%	+$1.25K	0.07%	77
2025 Q3	$239K	Sell	2,350 -172	-7%	-$16.3K	0.06%	78
2025 Q2	$215K	Buy	+2,522	New	+$182K	0.06%	77

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

First Wilshire Securities Management's C Position: Q2 2026 in Review

First Wilshire Securities Management reduced its Citigroup (C) stake by 1.5% in Q2 2026, selling an estimated $4.17K and leaving 2,046 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #73.

First Wilshire Securities Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

First Wilshire Securities Management held 2,046 shares of Citigroup worth $286K as of Q2 2026.
First Wilshire Securities Management sold 32 Citigroup shares in Q2 2026, an estimated $4.17K.
Citigroup made up 0.06% of First Wilshire Securities Management's portfolio in Q2 2026, its #73 holding.
First Wilshire Securities Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.