Welch Group’s Citigroup C Stock Holding History

Welch Group’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	$257K	Buy	1,834 +1	+0.1%	+$130	0.01%	273
2026 Q1	$208K	Hold	1,833	–	–	0.01%	292
2025 Q4	$214K	Buy	+1,833	New	+$190K	0.01%	294
2022 Q4	–	Sell	-6,085	Closed	-$254K	–	220
2022 Q3	$254K	Sell	6,085 -1,627	-21%	-$80.4K	0.02%	147
2022 Q2	$355K	Buy	7,712 +2,095	+37%	+$105K	0.02%	131
2022 Q1	$300K	Buy	5,617 +125	+2%	+$7.72K	0.02%	163
2021 Q4	$332K	Sell	5,492 -9	-0.2%	-$598	0.02%	159
2021 Q3	$386K	Buy	5,501 +615	+13%	+$43K	0.03%	122
2021 Q2	$346K	Buy	4,886 +95	+2%	+$7.03K	0.02%	131
2021 Q1	$349K	Buy	+4,791	New	+$320K	0.03%	129

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Welch Group's C Position: Q2 2026 in Review

Welch Group increased its Citigroup (C) stake by 0.05% in Q2 2026, buying an estimated $130 and bringing the position to 1,834 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #273.

Welch Group first reported a position in C in Q1 2021 and has held it in 10 quarters since. The position peaked at $386K in Q3 2021. 1,018 funds tracked by Wall St. Rank hold C as of Q2 2026.

Welch Group held 1,834 shares of Citigroup worth $257K as of Q2 2026.
Welch Group bought 1 Citigroup share in Q2 2026, an estimated $130.
Citigroup made up 0.01% of Welch Group's portfolio in Q2 2026, its #273 holding.
Welch Group first reported a position in Citigroup in Q1 2021 and has held it in 10 quarters since.
Welch Group's Citigroup position peaked at $386K in Q3 2021.
1,018 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.