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West Branch Capital’s Citigroup C Stock Holding History

West Branch Capital’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 		$54.6K Sell
390
-2
-0.5% -$260 0.01% 135
2026
Q1 		$44.5K Sell
392
-1,100
-74% -$125K 0.01% 140
2025
Q4 		$174K Buy
1,492
+1,000
+203% +$104K 0.04% 86
2025
Q3 		$49.9K Hold
492
– – 0.01% 145
2025
Q2 		$41.9K Sell
492
-59
-11% -$4.26K 0.01% 156
2025
Q1 		$39.1K Hold
551
– – 0.01% 168
2024
Q4 		$38.8K Sell
551
-1,425
-72% -$96K 0.01% 172
2024
Q3 		$124K Buy
1,976
+7
+0.4% +$433 0.04% 102
2024
Q2 		$125K Hold
1,969
– – 0.05% 108
2024
Q1 		$125K Sell
1,969
-123
-6% -$6.84K 0.05% 108
2023
Q4 		$108K Sell
2,092
-580
-22% -$25.7K 0.05% 113
2023
Q3 		$110K Hold
2,672
– – 0.06% 103
2023
Q2 		$123K Hold
2,672
– – 0.06% 103
2023
Q1 		$125K Buy
2,672
+280
+12% +$13.7K 0.07% 102
2022
Q4 		$108K Hold
2,392
– – 0.07% 117
2022
Q3 		$100K Sell
2,392
-100
-4% -$4.94K 0.06% 113
2022
Q2 		$115K Buy
2,492
+147
+6% +$7.35K 0.07% 106
2022
Q1 		$125K Sell
2,345
-75
-3% -$4.63K 0.06% 114
2021
Q4 		$146K Sell
2,420
-70
-3% -$4.65K 0.06% 112
2021
Q3 		$175K Sell
2,490
-92
-4% -$6.43K 0.08% 92
2021
Q2 		$183K Sell
2,582
-285
-10% -$21.1K 0.09% 95
2021
Q1 		$209K Buy
+2,867
New +$191K 0.12% 87
2020
Q1 		– Sell
-7,018
Closed -$561K – 78
2019
Q4 		$561K Buy
+7,018
New +$519K 0.39% 60

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

West Branch Capital's C Position: Q2 2026 in Review

West Branch Capital reduced its Citigroup (C) stake by 0.51% in Q2 2026, selling an estimated $260 and leaving 390 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #135.

West Branch Capital first reported a position in C in Q4 2019 and has held it in 23 quarters since. The position peaked at $561K in Q4 2019. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • West Branch Capital held 390 shares of Citigroup worth $54.6K as of Q2 2026.
  • West Branch Capital sold 2 Citigroup shares in Q2 2026, an estimated $260.
  • Citigroup made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #135 holding.
  • West Branch Capital first reported a position in Citigroup in Q4 2019 and has held it in 23 quarters since.
  • West Branch Capital's Citigroup position peaked at $561K in Q4 2019.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.