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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
2015
Q1 		– Sell
-250
Closed -$181K – 116
2014
Q4 		$181K Hold
250
– – 0.04% 101
2014
Q3 		$145K Hold
250
– – 0.03% 94
2014
Q2 		$73K Buy
250
+150
+150% +$7.13K 0.02% 96
2014
Q1 		$44K Buy
+100
New +$4.98K 0.01% 98

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

West Family Investments's C Position: Q2 2026 in Review

West Family Investments increased its Citigroup (C) stake by 125% in Q2 2026, buying an estimated $465K and bringing the position to 6,429 shares worth $900K. The position accounts for 0.26% of the portfolio, ranked #69.

West Family Investments first reported a position in C in Q1 2016 and has held it in 20 quarters since. The position peaked at $3.75M in Q3 2016. 1,796 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • West Family Investments held 6,429 shares of Citigroup worth $900K as of Q2 2026.
  • West Family Investments bought 3,569 Citigroup shares in Q2 2026, an estimated $465K.
  • Citigroup made up 0.26% of West Family Investments's portfolio in Q2 2026, its #69 holding.
  • West Family Investments first reported a position in Citigroup in Q1 2016 and has held it in 20 quarters since.
  • West Family Investments's Citigroup position peaked at $3.75M in Q3 2016.
  • 1,796 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.