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Midwest Trust’s Citigroup C Stock Holding History

Midwest Trust’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 		$422K Sell
3,015
-85
-3% -$11.1K ﹤0.01% 481
2026
Q1 		$352K Buy
3,100
+3
+0.1% +$342 ﹤0.01% 491
2025
Q4 		$361K Buy
3,097
+453
+17% +$47K ﹤0.01% 476
2025
Q3 		$268K Sell
2,644
-947
-26% -$89.9K ﹤0.01% 529
2025
Q2 		$306K Buy
+3,591
New +$260K ﹤0.01% 515

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

Midwest Trust's C Position: Q2 2026 in Review

Midwest Trust reduced its Citigroup (C) stake by 2.7% in Q2 2026, selling an estimated $11.1K and leaving 3,015 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Midwest Trust first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Midwest Trust held 3,015 shares of Citigroup worth $422K as of Q2 2026.
  • Midwest Trust sold 85 Citigroup shares in Q2 2026, an estimated $11.1K.
  • Citigroup made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #481 holding.
  • Midwest Trust first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.