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WESPAC Advisors SoCal’s Citigroup C Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-19,319
Closed -$2.19M – 123
2026
Q1 		$2.19M Buy
19,319
+113
+0.6% +$12.9K 0.47% 50
2025
Q4 		$2.24M Buy
19,206
+2,192
+13% +$228K 0.45% 55
2025
Q3 		$1.73M Buy
17,014
+233
+1% +$22.1K 0.35% 62
2025
Q2 		$1.43M Buy
16,781
+6,260
+60% +$453K 0.32% 62
2025
Q1 		$747K Buy
+10,521
New +$802K 0.19% 67
2021
Q2 		– Sell
-4,953
Closed -$360K – 82
2021
Q1 		$360K Hold
4,953
– – 0.14% 65
2020
Q4 		$305K Hold
4,953
– – 0.12% 68
2020
Q3 		$223K Hold
4,953
– – 0.11% 67
2020
Q2 		$261K Hold
4,953
– – 0.12% 67
2020
Q1 		$225K Sell
4,953
-3,535
-42% -$237K 0.12% 68
2019
Q4 		$678K Buy
8,488
+100
+1% +$7.39K 0.32% 49
2019
Q3 		$579K Buy
8,388
+4,878
+139% +$332K 0.29% 51
2019
Q2 		$245K Sell
3,510
-550
-14% -$36.8K 0.13% 77
2019
Q1 		$252K Buy
4,060
+1,525
+60% +$94.7K 0.14% 79
2018
Q4 		$131K Sell
2,535
-640
-20% -$40.5K 0.08% 92
2018
Q3 		$227K Sell
3,175
-975
-23% -$68.9K 0.11% 80
2018
Q2 		$277K Buy
4,150
+925
+29% +$63.7K 0.16% 69
2018
Q1 		$217K Buy
3,225
+3,075
+2,050% +$231K 0.13% 79
2017
Q4 		$11K Hold
150
– – 0.01% 184
2017
Q3 		$10K Hold
150
– – 0.01% 199
2017
Q2 		$10K Hold
150
– – 0.01% 184
2017
Q1 		$8.97K Hold
150
– – 0.01% 193
2016
Q4 		$8.91K Hold
150
– – 0.01% 196
2016
Q3 		$7.08K Hold
150
– – ﹤0.01% 211
2016
Q2 		$6.36K Hold
150
– – ﹤0.01% 232
2016
Q1 		$6.26K Sell
150
-777
-84% -$32.5K ﹤0.01% 228
2015
Q4 		$47K Buy
+927
New +$49.2K 0.03% 126

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

WESPAC Advisors SoCal's C Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of Citigroup (C) in Q2 2026, closing a stake of 19,319 shares — an estimated $2.19M sold.

WESPAC Advisors SoCal first reported a position in C in Q4 2015 and held it in 27 quarters. The position peaked at $2.24M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WESPAC Advisors SoCal reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 19,319 Citigroup shares in Q2 2026, an estimated $2.19M.
  • WESPAC Advisors SoCal first reported a position in Citigroup in Q4 2015 and held it in 27 quarters.
  • WESPAC Advisors SoCal's Citigroup position peaked at $2.24M in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.