Wellington Management Group
C icon

Wellington Management Group’s Citigroup C Stock Holding History

Wellington Management 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
2017
Q3 		– Sell
-400
Closed -$288K – 2212
2017
Q2 		$288K Buy
+400
New +$24.5K ﹤0.01% 2119

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 Management Group's C Position: Q2 2026 in Review

Wellington Management Group increased its Citigroup (C) stake by 156% in Q2 2026, buying an estimated $32.9M and bringing the position to 414,839 shares worth $58.1M. The position accounts for 0.01% of the portfolio, ranked #710.

Wellington Management Group first reported a position in C in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.5B in Q3 2017. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wellington Management Group held 414,839 shares of Citigroup worth $58.1M as of Q2 2026.
  • Wellington Management Group bought 252,974 Citigroup shares in Q2 2026, an estimated $32.9M.
  • Citigroup made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #710 holding.
  • Wellington Management Group first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Citigroup position peaked at $3.5B in Q3 2017.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.