WHGAM
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Wealth High Governance Asset Management’s Citigroup C Stock Holding History

Wealth High Governance Asset Management’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
Q1 		– Sell
-122,052
Closed -$14.2M – 53
2025
Q4 		$14.2M Buy
+122,052
New +$12.7M 2.55% 17

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth High Governance Asset Management's C Position: Q1 2026 in Review

Wealth High Governance Asset Management sold out of Citigroup (C) in Q1 2026, closing a stake of 122,052 shares — an estimated $14.2M sold.

Wealth High Governance Asset Management first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $14.2M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Wealth High Governance Asset Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Wealth High Governance Asset Management sold 122,052 Citigroup shares in Q1 2026, an estimated $14.2M.
  • Wealth High Governance Asset Management first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
  • Wealth High Governance Asset Management's Citigroup position peaked at $14.2M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.