Whelan Financial
C icon

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
Q3 		$373K Buy
2,880
+285
+11% +$38.4K 0.1% 72
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Whelan Financial's C Position: Q3 2026 in Review

Whelan Financial increased its Citigroup (C) stake by 11% in Q3 2026, buying an estimated $38.4K and bringing the position to 2,880 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #72.

Whelan Financial first reported a position in C in Q3 2025 and has held it in 5 quarters since. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Whelan Financial held 2,880 shares of Citigroup worth $373K as of Q3 2026.
  • Whelan Financial bought 285 Citigroup shares in Q3 2026, an estimated $38.4K.
  • Citigroup made up 0.1% of Whelan Financial's portfolio in Q3 2026, its #72 holding.
  • Whelan Financial first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.