WI
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WBI Investments’s Citigroup C Stock Holding History

WBI Investments’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 		$951K Buy
+6,795
New +$885K 0.24% 110
2024
Q2 		– Sell
-8,734
Closed -$552K – 174
2024
Q1 		$552K Sell
8,734
-37,769
-81% -$2.1M 0.11% 135
2023
Q4 		$2.39M Buy
46,503
+37,566
+420% +$1.66M 0.48% 54
2023
Q3 		$368K Buy
8,937
+1,972
+28% +$86.5K 0.07% 153
2023
Q2 		$321K Sell
6,965
-73,922
-91% -$3.46M 0.06% 167
2023
Q1 		$3.79M Buy
80,887
+75,709
+1,462% +$3.72M 0.76% 25
2022
Q4 		$234K Sell
5,178
-13,891
-73% -$631K 0.05% 147
2022
Q3 		$794K Buy
+19,069
New +$942K 0.23% 65
2021
Q1 		– Sell
-79,580
Closed -$4.91M – 184
2020
Q4 		$4.91M Buy
+79,580
New +$4.05M 0.74% 26
2018
Q4 		– Sell
-85,443
Closed -$6.13M – 111
2018
Q3 		$6.13M Buy
+85,443
New +$6.04M 0.33% 59

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

WBI Investments's C Position: Q2 2026 in Review

WBI Investments opened a new position in Citigroup (C) in Q2 2026: 6,795 shares worth $951K. The stake represents 0.24% of the portfolio and ranks #110 among its holdings. This is a return to the name: WBI Investments previously reported a position in C as recently as Q1 2024.

WBI Investments first reported a position in C in Q3 2018 and has held it in 10 quarters since. The position peaked at $6.13M in Q3 2018. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WBI Investments held 6,795 shares of Citigroup worth $951K as of Q2 2026.
  • Citigroup was a new WBI Investments position in Q2 2026.
  • Citigroup made up 0.24% of WBI Investments's portfolio in Q2 2026, its #110 holding.
  • WBI Investments first reported a position in Citigroup in Q3 2018 and has held it in 10 quarters since.
  • WBI Investments's Citigroup position peaked at $6.13M in Q3 2018.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.