Welch & Forbes’s Citigroup C Stock Holding History

Welch & Forbes’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	$216K	Buy	+1,541	New	+$201K	﹤0.01%	375
2020 Q1	–	Sell	-3,015	Closed	-$241K	–	332
2019 Q4	$241K	Buy	+3,015	New	+$223K	0.01%	330
2017 Q2	–	Sell	-3,742	Closed	-$224K	–	346
2017 Q1	$224K	Buy	+3,742	New	+$221K	0.01%	315
2016 Q3	–	Sell	-5,623	Closed	-$238K	–	331
2016 Q2	$238K	Sell	5,623 -675	-11%	-$29.8K	0.01%	311
2016 Q1	$263K	Buy	+6,298	New	+$263K	0.01%	295
2014 Q1	–	Sell	-5,175	Closed	-$269K	–	336
2013 Q4	$269K	Sell	5,175 -1,016	-16%	-$51.4K	0.01%	291
2013 Q3	$300K	Buy	6,191 +938	+18%	+$47.4K	0.01%	293
2013 Q2	$252K	Buy	+5,253	New	+$253K	0.01%	286

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

Welch & Forbes's C Position: Q2 2026 in Review

Welch & Forbes opened a new position in Citigroup (C) in Q2 2026: 1,541 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in C as recently as Q4 2019.

Welch & Forbes first reported a position in C in Q2 2013 and has held it in 8 quarters since. The position peaked at $300K in Q3 2013. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Welch & Forbes held 1,541 shares of Citigroup worth $216K as of Q2 2026.
Citigroup was a new Welch & Forbes position in Q2 2026.
Citigroup made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #375 holding.
Welch & Forbes first reported a position in Citigroup in Q2 2013 and has held it in 8 quarters since.
Welch & Forbes's Citigroup position peaked at $300K in Q3 2013.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.