WOSD
C icon

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
Q2 		$226K Hold
1,630
– – 0.19% 85
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 $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 $3.38T AUM 44.17% 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

WFA of San Diego's C Position: Q2 2026 in Review

WFA of San Diego held its Citigroup (C) position steady in Q2 2026 at 1,630 shares worth $226K. The position accounts for 0.19% of the portfolio, ranked #85.

WFA of San Diego first reported a position in C in Q2 2022 and has held it in 11 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WFA of San Diego held 1,630 shares of Citigroup worth $226K as of Q2 2026.
  • WFA of San Diego left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.19% of WFA of San Diego's portfolio in Q2 2026, its #85 holding.
  • WFA of San Diego first reported a position in Citigroup in Q2 2022 and has held it in 11 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.