Westend Capital Management’s Citigroup C Stock Holding History

Westend Capital Management’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	–	Sell	-78	Closed	-$8.85K	–	254
2026 Q1	$8.85K	Sell	78 -3	-4%	-$342	﹤0.01%	166
2025 Q4	$9.45K	Hold	81	–	–	﹤0.01%	156
2025 Q3	$8.22K	Buy	+81	New	+$7.69K	﹤0.01%	152
2024 Q2	–	Sell	-13	Closed	-$822	–	245
2024 Q1	$822	Buy	+13	New	+$723	﹤0.01%	282
2014 Q1	–	Sell	-1,808	Closed	-$94K	–	56
2013 Q4	$94K	Buy	+1,808	New	+$91.5K	0.1%	65
2013 Q2	$1.82M	Buy	+38,034	New	+$1.83M	1.89%	27

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westend Capital Management's C Position: Q2 2026 in Review

Westend Capital Management sold out of Citigroup (C) in Q2 2026, closing a stake of 78 shares — an estimated $8.85K sold.

Westend Capital Management first reported a position in C in Q2 2013 and held it in 6 quarters. The position peaked at $1.82M in Q2 2013. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Westend Capital Management reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
Westend Capital Management sold 78 Citigroup shares in Q2 2026, an estimated $8.85K.
Westend Capital Management first reported a position in Citigroup in Q2 2013 and held it in 6 quarters.
Westend Capital Management's Citigroup position peaked at $1.82M in Q2 2013.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.