WWM
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Walser Wealth Management’s Citigroup C Stock Holding History

Walser Wealth 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 		$1.49M Sell
10,632
-2,150
-17% -$280K 0.62% 37
2026
Q1 		$1.45M Buy
12,782
+1,147
+10% +$131K 0.65% 26
2025
Q4 		$1.36M Buy
+11,635
New +$1.21M 0.72% 17

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

Walser Wealth Management's C Position: Q2 2026 in Review

Walser Wealth Management reduced its Citigroup (C) stake by 17% in Q2 2026, selling an estimated $280K and leaving 10,632 shares worth $1.49M. The position accounts for 0.62% of the portfolio, ranked #37.

Walser Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,620 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Walser Wealth Management held 10,632 shares of Citigroup worth $1.49M as of Q2 2026.
  • Walser Wealth Management sold 2,150 Citigroup shares in Q2 2026, an estimated $280K.
  • Citigroup made up 0.62% of Walser Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Walser Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.