Wealth Enhancement Advisory Services
C icon

Wealth Enhancement Advisory Services’s Citigroup C Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-12,500
Closed -$9.25K – 3399
2025
Q1 		$9.25K Buy
+12,500
New +$953K ﹤0.01% 2960
2024
Q4 		– Sell
-1,000
Closed -$2.36K – 2970
2024
Q3 		$2.36K Buy
1,000
+500
+100% +$30.9K ﹤0.01% 2768
2024
Q2 		$1.5K Buy
+500
New +$30.8K ﹤0.01% 2580

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's C Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Citigroup (C) stake by 10% in Q2 2026, buying an estimated $6.37M and bringing the position to 522,268 shares worth $54.9M. The position accounts for 0.09% of the portfolio, ranked #197.

Wealth Enhancement Advisory Services first reported a position in C in Q4 2014 and has held it in 27 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Enhancement Advisory Services held 522,268 shares of Citigroup worth $54.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 48,961 Citigroup shares in Q2 2026, an estimated $6.37M.
  • Citigroup made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #197 holding.
  • Wealth Enhancement Advisory Services first reported a position in Citigroup in Q4 2014 and has held it in 27 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.