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WealthBridge Investment Counsel’s Citigroup C Stock Holding History

WealthBridge Investment Counsel’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 		$15.2M Sell
108,679
-1,505
-1% -$196K 4.06% 6
2026
Q1 		$12.5M Sell
110,184
-825
-0.7% -$93.9K 3.81% 6
2025
Q4 		$13M Sell
111,009
-150
-0.1% -$15.6K 3.89% 7
2025
Q3 		$11.3M Sell
111,159
-1,675
-1% -$159K 3.48% 10
2025
Q2 		$9.6M Sell
112,834
-950
-0.8% -$68.7K 3.11% 11
2025
Q1 		$8.08M Buy
113,784
+50
+0% +$3.81K 2.94% 13
2024
Q4 		$8.01M Hold
113,734
– – 2.94% 13
2024
Q3 		$7.12M Buy
113,734
+1,900
+2% +$117K 2.53% 18
2024
Q2 		$7.1M Buy
111,834
+900
+0.8% +$55.5K 2.71% 15
2024
Q1 		$7.01M Buy
110,934
+100
+0.1% +$5.57K 2.6% 19
2023
Q4 		$5.7M Sell
110,834
-5,500
-5% -$243K 2.28% 23
2023
Q3 		$4.79M Buy
116,334
+1,550
+1% +$68K 2.09% 27
2023
Q2 		$5.29M Buy
114,784
+1,100
+1% +$51.5K 2.23% 25
2023
Q1 		$5.33M Buy
113,684
+400
+0.4% +$19.6K 2.36% 22
2022
Q4 		$5.12M Buy
113,284
+17,625
+18% +$801K 2.24% 23
2022
Q3 		$3.99M Buy
95,659
+16,400
+21% +$810K 2.1% 27
2022
Q2 		$3.65M Buy
79,259
+1,850
+2% +$92.5K 1.85% 29
2022
Q1 		$4.13M Buy
77,409
+2,425
+3% +$150K 1.82% 30
2021
Q4 		$4.53M Buy
74,984
+267
+0.4% +$17.8K 1.92% 25
2021
Q3 		$5.24M Hold
74,717
– – 2.36% 22
2021
Q2 		$5.29M Buy
74,717
+1,075
+1% +$79.5K 2.34% 21
2021
Q1 		$5.36M Buy
73,642
+400
+0.5% +$26.7K 2.62% 19
2020
Q4 		$4.52M Sell
73,242
-150
-0.2% -$7.63K 2.36% 21
2020
Q3 		$3.16M Sell
73,392
-150
-0.2% -$7.47K 1.93% 25
2020
Q2 		$3.76M Sell
73,542
-950
-1% -$45.1K 2.49% 19
2020
Q1 		$3.14M Sell
74,492
-1,983
-3% -$133K 2.66% 18
2019
Q4 		$6.11M Buy
+76,475
New +$5.65M 3.46% 11

Other funds holding C

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthBridge Investment Counsel's C Position: Q2 2026 in Review

WealthBridge Investment Counsel reduced its Citigroup (C) stake by 1.4% in Q2 2026, selling an estimated $196K and leaving 108,679 shares worth $15.2M. The position accounts for 4.06% of the portfolio, ranked #6.

WealthBridge Investment Counsel first reported a position in C in Q4 2019 and has held it in 27 quarters since. 1,210 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WealthBridge Investment Counsel held 108,679 shares of Citigroup worth $15.2M as of Q2 2026.
  • WealthBridge Investment Counsel sold 1,505 Citigroup shares in Q2 2026, an estimated $196K.
  • Citigroup made up 4.06% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #6 holding.
  • WealthBridge Investment Counsel first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.