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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group's C Position: Q1 2026 in Review

Wellington Management Group reduced its Citigroup (C) stake by 50% in Q1 2026, selling an estimated $18.8M and leaving 161,865 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Wellington Management Group first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.5B in Q3 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Wellington Management Group held 161,865 shares of Citigroup worth $18.4M as of Q1 2026.
  • Wellington Management Group sold 164,763 Citigroup shares in Q1 2026, an estimated $18.8M.
  • Citigroup made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1054 holding.
  • Wellington Management Group first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Citigroup position peaked at $3.5B in Q3 2017.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.