West Family Investments’s Citigroup C Stock Holding History

West Family Investments’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 Q1	$324K	Sell	2,860 -4,226	-60%	-$481K	0.11%	160
2025 Q4	$827K	Sell	7,086 -2,931	-29%	-$304K	0.19%	104
2025 Q3	$1.02M	Buy	10,017 +76	+0.8%	+$7.21K	0.23%	92
2025 Q2	$846K	Buy	9,941 +2,931	+42%	+$212K	0.22%	95
2025 Q1	$498K	Hold	7,010	–	–	0.19%	110
2024 Q4	$493K	Sell	7,010 -76	-1%	-$5.12K	0.17%	124
2024 Q3	$444K	Buy	7,086 +692	+11%	+$42.8K	0.15%	140
2024 Q2	$406K	Hold	6,394	–	–	0.12%	137
2024 Q1	$404K	Hold	6,394	–	–	0.13%	138
2023 Q4	$329K	Buy	+6,394	New	+$283K	0.11%	142
2023 Q3	–	Sell	-6,035	Closed	-$278K	–	231
2023 Q2	$278K	Buy	+6,035	New	+$283K	0.11%	168
2023 Q1	–	Sell	-6,207	Closed	-$281K	–	223
2022 Q4	$281K	Buy	+6,207	New	+$282K	0.1%	173
2021 Q4	–	Sell	-7,617	Closed	-$535K	–	328
2021 Q3	$535K	Buy	7,617 +1,407	+23%	+$98.4K	0.14%	130
2021 Q2	$439K	Buy	+6,210	New	+$459K	0.12%	154
2017 Q3	–	Sell	-35,000	Closed	-$1.48M	–	92
2017 Q2	$1.48M	Buy	+35,000	New	+$2.15M	0.33%	55
2017 Q1	–	Sell	-39,700	Closed	-$2.36M	–	95
2016 Q4	$2.36M	Sell	39,700 -39,700	-50%	-$2.14M	0.42%	44
2016 Q3	$3.75M	Hold	79,400	–	–	0.7%	32
2016 Q2	$3.37M	Hold	79,400	–	–	0.61%	33
2016 Q1	$3.31M	Buy	+79,400	New	+$3.32M	0.54%	33

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Family Investments's C Position: Q1 2026 in Review

West Family Investments reduced its Citigroup (C) stake by 60% in Q1 2026, selling an estimated $481K and leaving 2,860 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #160.

West Family Investments first reported a position in C in Q1 2016 and has held it in 19 quarters since. The position peaked at $3.75M in Q3 2016. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

West Family Investments held 2,860 shares of Citigroup worth $324K as of Q1 2026.
West Family Investments sold 4,226 Citigroup shares in Q1 2026, an estimated $481K.
Citigroup made up 0.11% of West Family Investments's portfolio in Q1 2026, its #160 holding.
West Family Investments first reported a position in Citigroup in Q1 2016 and has held it in 19 quarters since.
West Family Investments's Citigroup position peaked at $3.75M in Q3 2016.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.