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Watts Gwilliam & Co’s Citigroup C Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$737K Hold
7,260
– – 0.12% 105
2025
Q2 		$743K Buy
7,260
+247
+4% +$17.9K 0.12% 106
2025
Q1 		$498K Sell
7,013
-322
-4% -$24.6K 0.11% 127
2024
Q4 		$540K Sell
7,335
-234
-3% -$15.8K 0.11% 116
2024
Q3 		$479K Buy
+7,569
New +$468K 0.1% 125
2024
Q1 		$488K Buy
+7,679
New +$427K 0.15% 113

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Watts Gwilliam & Co's C Position: Q3 2025 in Review

Watts Gwilliam & Co held its Citigroup (C) position steady in Q3 2025 at 7,260 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #105.

Watts Gwilliam & Co first reported a position in C in Q1 2024 and has held it in 6 quarters since. The position peaked at $743K in Q2 2025. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Watts Gwilliam & Co held 7,260 shares of Citigroup worth $737K as of Q3 2025.
  • Watts Gwilliam & Co left its Citigroup share count unchanged in Q3 2025.
  • Citigroup made up 0.12% of Watts Gwilliam & Co's portfolio in Q3 2025, its #105 holding.
  • Watts Gwilliam & Co first reported a position in Citigroup in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Citigroup position peaked at $743K in Q2 2025.
  • 2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.