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West Michigan Advisors’s Citigroup C Stock Holding History

West Michigan 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 		$348K Sell
2,488
-21
-0.8% -$2.73K 0.07% 220
2026
Q1 		$285K Buy
2,509
+37
+1% +$4.21K 0.06% 246
2025
Q4 		$288K Buy
2,472
+474
+24% +$49.2K 0.07% 218
2025
Q3 		$203K Buy
+1,998
New +$190K 0.05% 252

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 Michigan Advisors's C Position: Q2 2026 in Review

West Michigan Advisors reduced its Citigroup (C) stake by 0.84% in Q2 2026, selling an estimated $2.73K and leaving 2,488 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #220.

West Michigan Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • West Michigan Advisors held 2,488 shares of Citigroup worth $348K as of Q2 2026.
  • West Michigan Advisors sold 21 Citigroup shares in Q2 2026, an estimated $2.73K.
  • Citigroup made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #220 holding.
  • West Michigan Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.