WHGC
C icon

Wealth High Governance Capital’s Citigroup C Stock Holding History

Wealth High Governance Capital’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
-77,948
Closed -$9.1M – 47
2025
Q4 		$9.1M Buy
+77,948
New +$8.09M 2.66% 17
2023
Q4 		– Sell
-200,000
Closed -$8.23M – 24
2023
Q3 		$8.23M Buy
+200,000
New +$8.78M 2.86% 13

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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 Capital's C Position: Q1 2026 in Review

Wealth High Governance Capital sold out of Citigroup (C) in Q1 2026, closing a stake of 77,948 shares — an estimated $9.1M sold.

Wealth High Governance Capital first reported a position in C in Q3 2023 and held it in 2 quarters. The position peaked at $9.1M in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Wealth High Governance Capital reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Wealth High Governance Capital sold 77,948 Citigroup shares in Q1 2026, an estimated $9.1M.
  • Wealth High Governance Capital first reported a position in Citigroup in Q3 2023 and held it in 2 quarters.
  • Wealth High Governance Capital's Citigroup position peaked at $9.1M in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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