Griffith & Werner’s Citigroup C Stock Holding History

Griffith & Werner’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	$8.72M	Sell	62,334 -8,165	-12%	-$1.06M	4.09%	5
2026 Q1	$8M	Buy	70,499 +4,179	+6%	+$476K	3.96%	3
2025 Q4	$7.74M	Sell	66,320 -40	-0.1%	-$4.15K	3.94%	2
2025 Q3	$6.73M	Buy	+66,360	New	+$6.3M	3.49%	6
2025 Q1	$5.45M	Buy	76,785 +4,131	+6%	+$315K	3.39%	8
2024 Q4	$5.11M	Buy	+72,654	New	+$4.9M	3.38%	9

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Griffith & Werner's C Position: Q2 2026 in Review

Griffith & Werner reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $1.06M and leaving 62,334 shares worth $8.72M. The position accounts for 4.09% of the portfolio, ranked #5.

Griffith & Werner first reported a position in C in Q4 2024 and has held it in 6 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Griffith & Werner held 62,334 shares of Citigroup worth $8.72M as of Q2 2026.
Griffith & Werner sold 8,165 Citigroup shares in Q2 2026, an estimated $1.06M.
Citigroup made up 4.09% of Griffith & Werner's portfolio in Q2 2026, its #5 holding.
Griffith & Werner first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.