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Werba Rubin Papier Wealth Management’s Citigroup C Stock Holding History

Werba Rubin Papier Wealth Management’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 		$656K Sell
4,684
-117
-2% -$15.2K 0.08% 133
2026
Q1 		$545K Buy
4,801
+333
+7% +$37.9K 0.08% 131
2025
Q4 		$521K Buy
4,468
+998
+29% +$104K 0.14% 108
2025
Q3 		$352K Buy
3,470
+90
+3% +$8.54K 0.06% 150
2025
Q2 		$288K Buy
3,380
+276
+9% +$20K 0.05% 160
2025
Q1 		$220K Sell
3,104
-199
-6% -$15.2K 0.05% 171
2024
Q4 		$232K Buy
+3,303
New +$223K 0.05% 155

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

Werba Rubin Papier Wealth Management's C Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Citigroup (C) stake by 2.4% in Q2 2026, selling an estimated $15.2K and leaving 4,684 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #133.

Werba Rubin Papier Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 4,684 shares of Citigroup worth $656K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 117 Citigroup shares in Q2 2026, an estimated $15.2K.
  • Citigroup made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.