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Wayfinding Financial’s Citigroup C Stock Holding History

Wayfinding Financial’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 		$554K Buy
3,958
+48
+1% +$6.25K 0.21% 79
2026
Q1 		$443K Buy
3,910
+41
+1% +$4.67K 0.19% 77
2025
Q4 		$451K Sell
3,869
-183
-5% -$19K 0.19% 79
2025
Q3 		$411K Buy
4,052
+37
+0.9% +$3.51K 0.18% 82
2025
Q2 		$369K Buy
4,015
+319
+9% +$23.1K 0.17% 86
2025
Q1 		$262K Buy
3,696
+137
+4% +$10.4K 0.11% 109
2024
Q4 		$250K Buy
+3,559
New +$240K 0.13% 108
2024
Q3 		– Sell
-3,514
Closed -$223K – 50
2024
Q2 		$223K Sell
3,514
-133
-4% -$8.2K 0.13% 110
2024
Q1 		$228K Buy
+3,647
New +$203K 0.13% 105

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

Wayfinding Financial's C Position: Q2 2026 in Review

Wayfinding Financial increased its Citigroup (C) stake by 1.2% in Q2 2026, buying an estimated $6.25K and bringing the position to 3,958 shares worth $554K. The position accounts for 0.21% of the portfolio, ranked #79.

Wayfinding Financial first reported a position in C in Q1 2024 and has held it in 9 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wayfinding Financial held 3,958 shares of Citigroup worth $554K as of Q2 2026.
  • Wayfinding Financial bought 48 Citigroup shares in Q2 2026, an estimated $6.25K.
  • Citigroup made up 0.21% of Wayfinding Financial's portfolio in Q2 2026, its #79 holding.
  • Wayfinding Financial first reported a position in Citigroup in Q1 2024 and has held it in 9 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.