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W Advisors LLC’s Citigroup C Stock Holding History

W Advisors LLC’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 		$291K Hold
2,079
– – 0.13% 123
2026
Q1 		$236K Buy
2,079
+61
+3% +$6.95K 0.12% 124
2025
Q4 		$235K Sell
2,018
-668
-25% -$69.4K 0.12% 126
2025
Q3 		$273K Buy
2,686
+74
+3% +$7.02K 0.14% 113
2025
Q2 		$222K Buy
+2,612
New +$189K 0.13% 117

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

W Advisors LLC's C Position: Q2 2026 in Review

W Advisors LLC held its Citigroup (C) position steady in Q2 2026 at 2,079 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #123.

W Advisors LLC first reported a position in C in Q2 2025 and has held it in 5 quarters since. 1,159 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • W Advisors LLC held 2,079 shares of Citigroup worth $291K as of Q2 2026.
  • W Advisors LLC left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.13% of W Advisors LLC's portfolio in Q2 2026, its #123 holding.
  • W Advisors LLC first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.