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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfuller Advisors's C Position: Q1 2026 in Review

Westfuller Advisors increased its Citigroup (C) stake by 1.8% in Q1 2026, buying an estimated $2.85K and bringing the position to 1,413 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #146.

Westfuller Advisors first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $162K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Westfuller Advisors held 1,413 shares of Citigroup worth $160K as of Q1 2026.
  • Westfuller Advisors bought 25 Citigroup shares in Q1 2026, an estimated $2.85K.
  • Citigroup made up 0.07% of Westfuller Advisors's portfolio in Q1 2026, its #146 holding.
  • Westfuller Advisors first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Citigroup position peaked at $162K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.