Whalen Wealth Management’s Citigroup C Stock Holding History

Whalen Wealth Management’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 Q3	$460K	Sell	3,552 -3,404	-49%	-$458K	0.2%	124
2026 Q2	$974K	Sell	6,956 -211	-3%	-$27.5K	0.44%	69
2026 Q1	$813K	Buy	7,167 +2,094	+41%	+$238K	0.44%	61
2025 Q4	$592K	Buy	5,073 +553	+12%	+$57.4K	0.32%	81
2025 Q3	$459K	Sell	4,520 -363	-7%	-$34.4K	0.27%	90
2025 Q2	$416K	Buy	+4,883	New	+$353K	0.26%	112
2025 Q1	–	Sell	-13,312	Closed	-$937K	–	125
2024 Q4	$937K	Buy	+13,312	New	+$897K	0.65%	30

Other funds holding C

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's C Position: Q3 2026 in Review

Whalen Wealth Management reduced its Citigroup (C) stake by 49% in Q3 2026, selling an estimated $458K and leaving 3,552 shares worth $460K. The position accounts for 0.2% of the portfolio, ranked #124.

Whalen Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $974K in Q2 2026. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

Whalen Wealth Management held 3,552 shares of Citigroup worth $460K as of Q3 2026.
Whalen Wealth Management sold 3,404 Citigroup shares in Q3 2026, an estimated $458K.
Citigroup made up 0.2% of Whalen Wealth Management's portfolio in Q3 2026, its #124 holding.
Whalen Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
Whalen Wealth Management's Citigroup position peaked at $974K in Q2 2026.
118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.