Wedgewood Investors’s Citigroup C Stock Holding History

Wedgewood Investors’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	$303K	Hold	2,165	–	–	0.31%	77
2026 Q1	$246K	Hold	2,165	–	–	0.28%	84
2025 Q4	$253K	Hold	2,165	–	–	0.29%	84
2025 Q3	$220K	Buy	+2,165	New	+$205K	0.24%	95
2018 Q1	–	Sell	-2,721	Closed	-$202K	–	128
2017 Q4	$202K	Buy	+2,721	New	+$201K	0.16%	123

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wedgewood Investors's C Position: Q2 2026 in Review

Wedgewood Investors held its Citigroup (C) position steady in Q2 2026 at 2,165 shares worth $303K. The position accounts for 0.31% of the portfolio, ranked #77.

Wedgewood Investors first reported a position in C in Q4 2017 and has held it in 5 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Wedgewood Investors held 2,165 shares of Citigroup worth $303K as of Q2 2026.
Wedgewood Investors left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.31% of Wedgewood Investors's portfolio in Q2 2026, its #77 holding.
Wedgewood Investors first reported a position in Citigroup in Q4 2017 and has held it in 5 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.