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Waddell & Associates’s Citigroup C Stock Holding History

Waddell & Associates’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 		$1.62M Buy
11,591
+1,810
+19% +$236K 0.08% 80
2026
Q1 		$1.11M Buy
9,781
+1,616
+20% +$184K 0.06% 104
2025
Q4 		$953K Buy
8,165
+2,181
+36% +$226K 0.06% 94
2025
Q3 		$607K Buy
5,984
+1,121
+23% +$106K 0.05% 118
2025
Q2 		$414K Buy
+4,863
New +$352K 0.04% 125

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Waddell & Associates's C Position: Q2 2026 in Review

Waddell & Associates increased its Citigroup (C) stake by 19% in Q2 2026, buying an estimated $236K and bringing the position to 11,591 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #80.

Waddell & Associates first reported a position in C in Q2 2025 and has held it in 5 quarters since. 900 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Waddell & Associates held 11,591 shares of Citigroup worth $1.62M as of Q2 2026.
  • Waddell & Associates bought 1,810 Citigroup shares in Q2 2026, an estimated $236K.
  • Citigroup made up 0.08% of Waddell & Associates's portfolio in Q2 2026, its #80 holding.
  • Waddell & Associates first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 900 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.