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 Q2	$224K	Buy	+1,688	New	+$220K	0.07%	94
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 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

Weinberger Asset Management's C Position: Q2 2026 in Review

Weinberger Asset Management opened a new position in Citigroup (C) in Q2 2026: 1,688 shares worth $224K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Weinberger Asset Management previously reported a position in C as recently as Q4 2025.

Weinberger Asset Management first reported a position in C in Q2 2022 and has held it in 4 quarters since. The position peaked at $255K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Weinberger Asset Management held 1,688 shares of Citigroup worth $224K as of Q2 2026.
Citigroup was a new Weinberger Asset Management position in Q2 2026.
Citigroup made up 0.07% of Weinberger Asset Management's portfolio in Q2 2026, its #94 holding.
Weinberger Asset Management first reported a position in Citigroup in Q2 2022 and has held it in 4 quarters since.
Weinberger Asset Management's Citigroup position peaked at $255K in Q4 2025.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.