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Wetzel Investment Advisors’s Citigroup C Stock Holding History

Wetzel Investment 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 		$3.87M Sell
27,641
-4,000
-13% -$521K 1.34% 18
2026
Q1 		$3.59M Buy
31,641
+200
+0.6% +$22.8K 1.43% 18
2025
Q4 		$3.67M Sell
31,441
-100
-0.3% -$10.4K 1.49% 17
2025
Q3 		$3.2M Sell
31,541
-3,000
-9% -$285K 1.37% 17
2025
Q2 		$2.94M Buy
34,541
+1,575
+5% +$114K 1.34% 18
2025
Q1 		$2.34M Buy
32,966
+200
+0.6% +$15.3K 1.18% 22
2024
Q4 		$2.31M Sell
32,766
-500
-2% -$33.7K 1.15% 24
2024
Q3 		$2.08M Buy
33,266
+10,425
+46% +$645K 1.05% 26
2024
Q2 		$1.44M Sell
22,841
-300
-1% -$18.5K 0.83% 26
2024
Q1 		$1.35M Buy
23,141
+4,721
+26% +$263K 0.79% 27
2023
Q4 		$948K Buy
+18,420
New +$815K 0.58% 33

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

Wetzel Investment Advisors's C Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $521K and leaving 27,641 shares worth $3.87M. The position accounts for 1.34% of the portfolio, ranked #18.

Wetzel Investment Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wetzel Investment Advisors held 27,641 shares of Citigroup worth $3.87M as of Q2 2026.
  • Wetzel Investment Advisors sold 4,000 Citigroup shares in Q2 2026, an estimated $521K.
  • Citigroup made up 1.34% of Wetzel Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Wetzel Investment Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.