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Westfuller Advisors’s Citigroup C Stock Holding History

Westfuller Advisors’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 		$138K Sell
989
-424
-30% -$55.2K 0.05% 186
2026
Q1 		$160K Buy
1,413
+25
+2% +$2.85K 0.07% 146
2025
Q4 		$162K Sell
1,388
-32
-2% -$3.32K 0.07% 169
2025
Q3 		$144K Buy
+1,420
New +$135K 0.07% 181

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

Westfuller Advisors's C Position: Q2 2026 in Review

Westfuller Advisors reduced its Citigroup (C) stake by 30% in Q2 2026, selling an estimated $55.2K and leaving 989 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #186.

Westfuller Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. The position peaked at $162K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Westfuller Advisors held 989 shares of Citigroup worth $138K as of Q2 2026.
  • Westfuller Advisors sold 424 Citigroup shares in Q2 2026, an estimated $55.2K.
  • Citigroup made up 0.05% of Westfuller Advisors's portfolio in Q2 2026, its #186 holding.
  • Westfuller Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Citigroup position peaked at $162K in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.