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Wellington-Altus USA’s Citigroup C Stock Holding History

Wellington-Altus USA’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 		$168K Sell
1,481
-460
-24% -$59.9K 0.12% 138
2026
Q1 		$272K Buy
1,941
+460
+31% +$52.4K 0.16% 127
2025
Q4 		$173K Buy
+1,481
New +$154K 0.13% 132

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington-Altus USA's C Position: Q2 2026 in Review

Wellington-Altus USA reduced its Citigroup (C) stake by 24% in Q2 2026, selling an estimated $59.9K and leaving 1,481 shares worth $168K. The position accounts for 0.12% of the portfolio, ranked #138.

Wellington-Altus USA first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wellington-Altus USA held 1,481 shares of Citigroup worth $168K as of Q2 2026.
  • Wellington-Altus USA sold 460 Citigroup shares in Q2 2026, an estimated $59.9K.
  • Citigroup made up 0.12% of Wellington-Altus USA's portfolio in Q2 2026, its #138 holding.
  • Wellington-Altus USA first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Citigroup position peaked at $272K in Q1 2026.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.