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WCG Wealth Advisors’s Citigroup C Stock Holding History

WCG Wealth Advisors’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 		– Sell
-11,215
Closed -$1.27M – 559
2026
Q1 		$1.27M Sell
11,215
-6,665
-37% -$759K 0.04% 340
2025
Q4 		$2.09M Buy
17,880
+7,608
+74% +$790K 0.06% 256
2025
Q3 		$1.04M Sell
10,272
-3,199
-24% -$304K 0.07% 225
2025
Q2 		$1.15M Buy
13,471
+2,405
+22% +$174K 0.07% 212
2025
Q1 		$786K Sell
11,066
-507
-4% -$38.7K 0.06% 220
2024
Q4 		$815K Buy
11,573
+371
+3% +$25K 0.05% 228
2024
Q3 		$701K Buy
11,202
+710
+7% +$43.9K 0.05% 249
2024
Q2 		$666K Buy
+10,492
New +$647K 0.05% 227

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

WCG Wealth Advisors's C Position: Q2 2026 in Review

WCG Wealth Advisors sold out of Citigroup (C) in Q2 2026, closing a stake of 11,215 shares — an estimated $1.27M sold.

WCG Wealth Advisors first reported a position in C in Q2 2024 and held it in 8 quarters. The position peaked at $2.09M in Q4 2025. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WCG Wealth Advisors reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,215 Citigroup shares in Q2 2026, an estimated $1.27M.
  • WCG Wealth Advisors first reported a position in Citigroup in Q2 2024 and held it in 8 quarters.
  • WCG Wealth Advisors's Citigroup position peaked at $2.09M in Q4 2025.
  • 2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.