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 Q3	$320K	Buy	2,472 +638	+35%	+$85.9K	0.01%	249
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Welch Group's C Position: Q3 2026 in Review

Welch Group increased its Citigroup (C) stake by 35% in Q3 2026, buying an estimated $85.9K and bringing the position to 2,472 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #249.

Welch Group first reported a position in C in Q1 2021 and has held it in 11 quarters since. The position peaked at $386K in Q3 2021. 1,553 funds tracked by Wall St. Rank hold C as of Q3 2026.

Welch Group held 2,472 shares of Citigroup worth $320K as of Q3 2026.
Welch Group bought 638 Citigroup shares in Q3 2026, an estimated $85.9K.
Citigroup made up 0.01% of Welch Group's portfolio in Q3 2026, its #249 holding.
Welch Group first reported a position in Citigroup in Q1 2021 and has held it in 11 quarters since.
Welch Group's Citigroup position peaked at $386K in Q3 2021.
1,553 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.