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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
2024
Q3 		– Sell
-60
Closed -$86.5K – 233
2024
Q2 		$86.5K Buy
+60
New +$3.7K 0.05% 187

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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. 1,647 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.
  • 1,647 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.