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Weinberger Asset Management’s Citigroup C Stock Holding History

Weinberger 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
-2,188
Closed -$255K – 94
2025
Q4 		$255K Buy
2,188
+11
+0.5% +$1.14K 0.09% 83
2025
Q3 		$221K Buy
+2,177
New +$207K 0.08% 84
2022
Q3 		– Sell
-4,838
Closed -$223K – 67
2022
Q2 		$223K Buy
+4,838
New +$242K 0.15% 66

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

Weinberger Asset Management's C Position: Q1 2026 in Review

Weinberger Asset Management sold out of Citigroup (C) in Q1 2026, closing a stake of 2,188 shares — an estimated $255K sold.

Weinberger Asset Management first reported a position in C in Q2 2022 and held it in 3 quarters. The position peaked at $255K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Weinberger Asset Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Weinberger Asset Management sold 2,188 Citigroup shares in Q1 2026, an estimated $255K.
  • Weinberger Asset Management first reported a position in Citigroup in Q2 2022 and held it in 3 quarters.
  • Weinberger Asset Management's Citigroup position peaked at $255K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.