Western Pacific Wealth Management’s Citigroup C Stock Holding History

Western Pacific Wealth 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	$344K	Hold	3,034	–	–	0.35%	40
2025 Q4	$354K	Hold	3,034	–	–	0.34%	40
2025 Q3	$308K	Hold	3,034	–	–	0.3%	43
2025 Q2	$258K	Hold	3,034	–	–	0.25%	49
2025 Q1	$215K	Hold	3,034	–	–	0.19%	58
2024 Q4	$214K	Buy	3,034 +1,525	+101%	+$103K	0.17%	60
2024 Q3	$94.5K	Hold	1,509	–	–	0.06%	128
2024 Q2	$95.8K	Hold	1,509	–	–	0.07%	103
2024 Q1	$95.4K	Buy	1,509 +85	+6%	+$4.73K	0.07%	101
2023 Q4	$73.3K	Sell	1,424 -2,065	-59%	-$91.4K	0.05%	117
2023 Q3	$144K	Buy	3,489 +365	+12%	+$16K	0.12%	58
2023 Q2	$144K	Hold	3,124	–	–	0.11%	55
2023 Q1	$146K	Buy	3,124 +1,440	+86%	+$70.7K	0.11%	55
2022 Q4	$76.2K	Buy	1,684 +35	+2%	+$1.59K	0.06%	97
2022 Q3	$68K	Buy	+1,649	New	+$81.5K	0.07%	76

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

Western Pacific Wealth Management's C Position: Q1 2026 in Review

Western Pacific Wealth Management held its Citigroup (C) position steady in Q1 2026 at 3,034 shares worth $344K. The position accounts for 0.35% of the portfolio, ranked #40.

Western Pacific Wealth Management first reported a position in C in Q3 2022 and has held it in 15 quarters since. The position peaked at $354K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Western Pacific Wealth Management held 3,034 shares of Citigroup worth $344K as of Q1 2026.
Western Pacific Wealth Management left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.35% of Western Pacific Wealth Management's portfolio in Q1 2026, its #40 holding.
Western Pacific Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 15 quarters since.
Western Pacific Wealth Management's Citigroup position peaked at $354K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.