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Westbourne Investments’s Citigroup C Stock Holding History

Westbourne 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
Q2 		$4.41M Buy
31,496
+1,272
+4% +$166K 1.8% 12
2026
Q1 		$3.43M Sell
30,224
-136
-0.4% -$15.5K 1.63% 16
2025
Q4 		$3.54M Buy
30,360
+515
+2% +$53.5K 1.65% 17
2025
Q3 		$3.02M Sell
29,845
-1,862
-6% -$177K 1.44% 22
2025
Q2 		$2.7M Buy
31,707
+26,440
+502% +$1.91M 1.44% 20
2025
Q1 		$374K Buy
+5,267
New +$402K 0.23% 93

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

Westbourne Investments's C Position: Q2 2026 in Review

Westbourne Investments increased its Citigroup (C) stake by 4.2% in Q2 2026, buying an estimated $166K and bringing the position to 31,496 shares worth $4.41M. The position accounts for 1.8% of the portfolio, ranked #12.

Westbourne Investments first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Westbourne Investments held 31,496 shares of Citigroup worth $4.41M as of Q2 2026.
  • Westbourne Investments bought 1,272 Citigroup shares in Q2 2026, an estimated $166K.
  • Citigroup made up 1.8% of Westbourne Investments's portfolio in Q2 2026, its #12 holding.
  • Westbourne Investments first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.