WCM
C icon

Whitener Capital Management’s Citigroup C Stock Holding History

Whitener Capital 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
Q2 		$416K Sell
2,970
-749
-20% -$97.5K 0.09% 140
2026
Q1 		$422K Buy
3,719
+9
+0.2% +$1.02K 0.1% 130
2025
Q4 		$433K Sell
3,710
-100
-3% -$10.4K 0.1% 125
2025
Q3 		$387K Sell
3,810
-47
-1% -$4.46K 0.09% 126
2025
Q2 		$328K Buy
3,857
+82
+2% +$5.93K 0.09% 130
2025
Q1 		$268K Buy
3,775
+160
+4% +$12.2K 0.08% 136
2024
Q4 		$254K Buy
3,615
+30
+0.8% +$2.02K 0.07% 136
2024
Q3 		$224K Sell
3,585
-2
-0.1% -$124 0.06% 146
2024
Q2 		$228K Buy
3,587
+288
+9% +$17.8K 0.07% 143
2024
Q1 		$209K Buy
+3,299
New +$184K 0.07% 144
2022
Q3 		– Sell
-4,545
Closed -$209K – 137
2022
Q2 		$209K Buy
4,545
+60
+1% +$3K 0.09% 129
2022
Q1 		$239K Hold
4,485
– – 0.09% 130
2021
Q4 		$270K Sell
4,485
-685
-13% -$45.5K 0.1% 126
2021
Q3 		$318K Buy
5,170
+240
+5% +$16.8K 0.15% 102
2021
Q2 		$348K Hold
4,930
– – 0.14% 108
2021
Q1 		$358K Sell
4,930
-240
-5% -$16K 0.16% 101
2020
Q4 		$318K Sell
5,170
-1,020
-16% -$51.8K 0.15% 103
2020
Q3 		$266K Sell
6,190
-1,100
-15% -$54.8K 0.13% 109
2020
Q2 		$372K Buy
7,290
+50
+0.7% +$2.37K 0.19% 90
2020
Q1 		$304K Sell
7,240
-1,749
-19% -$117K 0.2% 88
2019
Q4 		$718K Sell
8,989
-800
-8% -$59.1K 0.37% 66
2019
Q3 		$676K Buy
9,789
+354
+4% +$24.1K 0.37% 67
2019
Q2 		$660K Hold
9,435
– – 0.38% 65
2019
Q1 		$587K Sell
9,435
-370
-4% -$23K 0.38% 65
2018
Q4 		$510K Buy
9,805
+860
+10% +$54.5K 0.38% 68
2018
Q3 		$641K Buy
8,945
+150
+2% +$10.6K 0.42% 65
2018
Q2 		$588K Buy
8,795
+5,670
+181% +$390K 0.46% 64
2018
Q1 		$210K Buy
3,125
+2,015
+182% +$151K 0.16% 114
2017
Q4 		$82K Buy
+1,110
New +$82.1K 0.07% 158

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 $3.37T AUM 44.26% 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

Whitener Capital Management's C Position: Q2 2026 in Review

Whitener Capital Management reduced its Citigroup (C) stake by 20% in Q2 2026, selling an estimated $97.5K and leaving 2,970 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #140.

Whitener Capital Management first reported a position in C in Q4 2017 and has held it in 29 quarters since. The position peaked at $718K in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Whitener Capital Management held 2,970 shares of Citigroup worth $416K as of Q2 2026.
  • Whitener Capital Management sold 749 Citigroup shares in Q2 2026, an estimated $97.5K.
  • Citigroup made up 0.09% of Whitener Capital Management's portfolio in Q2 2026, its #140 holding.
  • Whitener Capital Management first reported a position in Citigroup in Q4 2017 and has held it in 29 quarters since.
  • Whitener Capital Management's Citigroup position peaked at $718K in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.