WF
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Whelan Financial’s Citigroup C Stock Holding History

Whelan Financial’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 		$363K Buy
2,595
+12
+0.5% +$1.56K 0.1% 70
2026
Q1 		$293K Sell
2,583
-333
-11% -$37.9K 0.09% 71
2025
Q4 		$340K Buy
2,916
+282
+11% +$29.3K 0.11% 63
2025
Q3 		$267K Buy
+2,634
New +$250K 0.08% 73

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Whelan Financial's C Position: Q2 2026 in Review

Whelan Financial increased its Citigroup (C) stake by 0.46% in Q2 2026, buying an estimated $1.56K and bringing the position to 2,595 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #70.

Whelan Financial first reported a position in C in Q3 2025 and has held it in 4 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Whelan Financial held 2,595 shares of Citigroup worth $363K as of Q2 2026.
  • Whelan Financial bought 12 Citigroup shares in Q2 2026, an estimated $1.56K.
  • Citigroup made up 0.1% of Whelan Financial's portfolio in Q2 2026, its #70 holding.
  • Whelan Financial first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.