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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westend Capital Management's C Position: Q1 2026 in Review

Westend Capital Management reduced its Citigroup (C) stake by 3.7% in Q1 2026, selling an estimated $342 and leaving 78 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Westend Capital Management first reported a position in C in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.82M in Q2 2013. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Westend Capital Management held 78 shares of Citigroup worth $8.85K as of Q1 2026.
Westend Capital Management sold 3 Citigroup shares in Q1 2026, an estimated $342.
Citigroup made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #166 holding.
Westend Capital Management first reported a position in Citigroup in Q2 2013 and has held it in 6 quarters since.
Westend Capital Management's Citigroup position peaked at $1.82M in Q2 2013.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.