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WFA of San Diego’s Citigroup C Stock Holding History

WFA of San Diego’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 		$185K Hold
1,630
– – 0.15% 89
2025
Q4 		$190K Hold
1,630
– – 0.14% 97
2025
Q3 		$165K Sell
1,630
-10
-0.6% -$949 0.11% 106
2025
Q2 		$140K Buy
+1,640
New +$119K 0.1% 114
2024
Q3 		$3.13K Hold
50
– – ﹤0.01% 339
2024
Q2 		$3.17K Buy
+50
New +$3.08K ﹤0.01% 343
2023
Q3 		$5.43K Buy
132
+100
+313% +$4.39K 0.01% 305
2023
Q2 		$1.47K Buy
+32
New +$1.5K ﹤0.01% 348
2023
Q1 		– Sell
-1,653
Closed -$74.8K – 110
2022
Q4 		$74.8K Buy
+1,653
New +$75.1K 0.06% 156
2022
Q3 		– Sell
-32
Closed -$1K – 123
2022
Q2 		$1K Buy
+32
New +$1.6K ﹤0.01% 366

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

WFA of San Diego's C Position: Q1 2026 in Review

WFA of San Diego held its Citigroup (C) position steady in Q1 2026 at 1,630 shares worth $185K. The position accounts for 0.15% of the portfolio, ranked #89.

WFA of San Diego first reported a position in C in Q2 2022 and has held it in 10 quarters since. The position peaked at $190K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • WFA of San Diego held 1,630 shares of Citigroup worth $185K as of Q1 2026.
  • WFA of San Diego left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.15% of WFA of San Diego's portfolio in Q1 2026, its #89 holding.
  • WFA of San Diego first reported a position in Citigroup in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's Citigroup position peaked at $190K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.