Westover Capital Advisors’s Citigroup C Stock Holding History

Westover Capital 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	$804K	Buy	5,747 +1,635	+40%	+$213K	0.13%	117
2026 Q1	$466K	Hold	4,112	–	–	0.09%	150
2025 Q4	$480K	Hold	4,112	–	–	0.09%	157
2025 Q3	$417K	Buy	4,112 +150	+4%	+$14.2K	0.08%	161
2025 Q2	$337K	Hold	3,962	–	–	0.07%	177
2025 Q1	$281K	Hold	3,962	–	–	0.06%	196
2024 Q4	$279K	Hold	3,962	–	–	0.06%	195
2024 Q3	$248K	Buy	+3,962	New	+$245K	0.05%	216
2020 Q1	–	Sell	-6,385	Closed	-$510K	–	113
2019 Q4	$510K	Buy	6,385 +271	+4%	+$20K	0.23%	86
2019 Q3	$422K	Buy	6,114 +653	+12%	+$44.4K	0.2%	91
2019 Q2	$382K	Buy	5,461 +37	+0.7%	+$2.48K	0.19%	91
2019 Q1	$337K	Sell	5,424 -329	-6%	-$20.4K	0.18%	93
2018 Q4	$300K	Buy	5,753 +1,356	+31%	+$85.9K	0.19%	87
2018 Q3	$315K	Sell	4,397 -854	-16%	-$60.4K	0.16%	93
2018 Q2	$351K	Sell	5,251 -17,891	-77%	-$1.23M	0.19%	83
2018 Q1	$1.56M	Sell	23,142 -34,958	-60%	-$2.63M	0.85%	43
2017 Q4	$4.32M	Sell	58,100 -763	-1%	-$56.4K	2.37%	6
2017 Q3	$4.28M	Buy	58,863 +3,941	+7%	+$269K	2.52%	9
2017 Q2	$3.67M	Buy	54,922 +31,052	+130%	+$1.9M	2.42%	9
2017 Q1	$1.43M	Buy	+23,870	New	+$1.41M	0.95%	36

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 $3.37T AUM 44.26% 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

Westover Capital Advisors's C Position: Q2 2026 in Review

Westover Capital Advisors increased its Citigroup (C) stake by 40% in Q2 2026, buying an estimated $213K and bringing the position to 5,747 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #117.

Westover Capital Advisors first reported a position in C in Q1 2017 and has held it in 20 quarters since. The position peaked at $4.32M in Q4 2017. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Westover Capital Advisors held 5,747 shares of Citigroup worth $804K as of Q2 2026.
Westover Capital Advisors bought 1,635 Citigroup shares in Q2 2026, an estimated $213K.
Citigroup made up 0.13% of Westover Capital Advisors's portfolio in Q2 2026, its #117 holding.
Westover Capital Advisors first reported a position in Citigroup in Q1 2017 and has held it in 20 quarters since.
Westover Capital Advisors's Citigroup position peaked at $4.32M in Q4 2017.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.