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 Q2	$398K	Sell	2,844 -190	-6%	-$24.7K	0.36%	40
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 $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

Western Pacific Wealth Management's C Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Citigroup (C) stake by 6.3% in Q2 2026, selling an estimated $24.7K and leaving 2,844 shares worth $398K. The position accounts for 0.36% of the portfolio, ranked #40.

Western Pacific Wealth Management first reported a position in C in Q3 2022 and has held it in 16 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Western Pacific Wealth Management held 2,844 shares of Citigroup worth $398K as of Q2 2026.
Western Pacific Wealth Management sold 190 Citigroup shares in Q2 2026, an estimated $24.7K.
Citigroup made up 0.36% of Western Pacific Wealth Management's portfolio in Q2 2026, its #40 holding.
Western Pacific Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 16 quarters since.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.