West Financial Advisors’s Citigroup C Stock Holding History

West Financial Advisors’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	$48.7K	Hold	348	–	–	0.01%	105
2026 Q1	$39.5K	Hold	348	–	–	0.01%	106
2025 Q4	$40.6K	Hold	348	–	–	0.01%	106
2025 Q3	$35.3K	Hold	348	–	–	0.01%	113
2025 Q2	$29.6K	Hold	348	–	–	0.01%	123
2025 Q1	$24.7K	Hold	348	–	–	﹤0.01%	129
2024 Q4	$24.5K	Hold	348	–	–	﹤0.01%	126
2024 Q3	$21.8K	Buy	+348	New	+$21.5K	﹤0.01%	124
2021 Q2	–	Sell	-30	Closed	-$2K	–	147
2021 Q1	$2K	Buy	+30	New	+$2K	﹤0.01%	139

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

West Financial Advisors's C Position: Q2 2026 in Review

West Financial Advisors held its Citigroup (C) position steady in Q2 2026 at 348 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #105.

West Financial Advisors first reported a position in C in Q1 2021 and has held it in 9 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

West Financial Advisors held 348 shares of Citigroup worth $48.7K as of Q2 2026.
West Financial Advisors left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #105 holding.
West Financial Advisors first reported a position in Citigroup in Q1 2021 and has held it in 9 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.