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Waypoint Wealth Counsel’s Citigroup C Stock Holding History

Waypoint Wealth Counsel’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 		$329K Sell
2,351
-1,520
-39% -$198K 0.21% 88
2026
Q1 		$439K Sell
3,871
-782
-17% -$89.1K 0.23% 92
2025
Q4 		$543K Buy
4,653
+375
+9% +$38.9K 0.2% 95
2025
Q3 		$434K Buy
4,278
+574
+15% +$54.5K 0.17% 112
2025
Q2 		$315K Buy
3,704
+368
+11% +$26.6K 0.16% 109
2025
Q1 		$237K Buy
+3,336
New +$254K 0.15% 92

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

Waypoint Wealth Counsel's C Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Citigroup (C) stake by 39% in Q2 2026, selling an estimated $198K and leaving 2,351 shares worth $329K. The position accounts for 0.21% of the portfolio, ranked #88.

Waypoint Wealth Counsel first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $543K in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Waypoint Wealth Counsel held 2,351 shares of Citigroup worth $329K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,520 Citigroup shares in Q2 2026, an estimated $198K.
  • Citigroup made up 0.21% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #88 holding.
  • Waypoint Wealth Counsel first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • Waypoint Wealth Counsel's Citigroup position peaked at $543K in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.