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Wellspring Financial Advisors’s Citigroup C Stock Holding History

Wellspring Financial Advisors’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 		$560K Buy
3,999
+17
+0.4% +$2.21K 0.04% 157
2026
Q1 		$452K Buy
3,982
+958
+32% +$109K 0.03% 166
2025
Q4 		$353K Buy
+3,024
New +$314K 0.03% 179

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wellspring Financial Advisors's C Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Citigroup (C) stake by 0.43% in Q2 2026, buying an estimated $2.21K and bringing the position to 3,999 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #157.

Wellspring Financial Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wellspring Financial Advisors held 3,999 shares of Citigroup worth $560K as of Q2 2026.
  • Wellspring Financial Advisors bought 17 Citigroup shares in Q2 2026, an estimated $2.21K.
  • Citigroup made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • Wellspring Financial Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.