Whittier Trust’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.43M | Buy |
16,857
+3,521
| +26% | +$458K | 0.02% | 274 |
|
|
2026
Q1 | $1.57M | Sell |
13,336
-5,695
| -30% | -$649K | 0.02% | 295 |
|
|
2025
Q4 | $2.33M | Sell |
19,031
-2,813
| -13% | -$292K | 0.03% | 258 |
|
|
2025
Q3 | $2.14M | Sell |
21,844
-14,205
| -39% | -$1.35M | 0.02% | 264 |
|
|
2025
Q2 | $3.07M | Sell |
36,049
-2,238
| -6% | -$162K | 0.04% | 246 |
|
|
2025
Q1 | $2.72M | Sell |
38,287
-2,925
| -7% | -$223K | 0.04% | 247 |
|
|
2024
Q4 | $2.9M | Buy |
41,212
+5,260
| +15% | +$355K | 0.04% | 242 |
|
|
2024
Q3 | $2.25M | Sell |
35,952
-2,196
| -6% | -$136K | 0.03% | 261 |
|
|
2024
Q2 | $2.42M | Sell |
38,148
-6,074
| -14% | -$374K | 0.03% | 252 |
|
|
2024
Q1 | $2.8M | Sell |
44,222
-6,207
| -12% | -$345K | 0.04% | 241 |
|
|
2023
Q4 | $2.59M | Sell |
50,429
-23,514
| -32% | -$1.04M | 0.04% | 246 |
|
|
2023
Q3 | $3.04M | Sell |
73,943
-5,392
| -7% | -$237K | 0.05% | 233 |
|
|
2023
Q2 | $3.65M | Sell |
79,335
-18,598
| -19% | -$871K | 0.06% | 219 |
|
|
2023
Q1 | $4.59M | Sell |
97,933
-8,926
| -8% | -$438K | 0.08% | 196 |
|
|
2022
Q4 | $4.83M | Sell |
106,859
-245,105
| -70% | -$11.1M | 0.09% | 188 |
|
|
2022
Q3 | $14.7M | Buy |
351,964
+15,900
| +5% | +$786K | 0.31% | 78 |
|
|
2022
Q2 | $15.5M | Sell |
336,064
-1,833
| -0.5% | -$91.7K | 0.31% | 79 |
|
|
2022
Q1 | $18M | Buy |
337,897
+2,109
| +0.6% | +$130K | 0.3% | 80 |
|
|
2021
Q4 | $20.3M | Buy |
335,788
+3,574
| +1% | +$238K | 0.33% | 80 |
|
|
2021
Q3 | $23.3M | Buy |
332,214
+1,544
| +0.5% | +$108K | 0.42% | 60 |
|
|
2021
Q2 | $23.4M | Buy |
330,670
+6,099
| +2% | +$451K | 0.42% | 60 |
|
|
2021
Q1 | $23.6M | Buy |
324,571
+19,143
| +6% | +$1.28M | 0.46% | 53 |
|
|
2020
Q4 | $18.8M | Buy |
305,428
+16,508
| +6% | +$839K | 0.4% | 63 |
|
|
2020
Q3 | $12.5M | Buy |
288,920
+4,206
| +1% | +$210K | 0.3% | 75 |
|
|
2020
Q2 | $14.5M | Buy |
284,714
+69,753
| +32% | +$3.31M | 0.4% | 63 |
|
|
2020
Q1 | $9.05M | Sell |
214,961
-9,700
| -4% | -$651K | 0.3% | 77 |
|
|
2019
Q4 | $17.9M | Buy |
224,661
+8,294
| +4% | +$613K | 0.47% | 52 |
|
|
2019
Q3 | $14.9M | Sell |
216,367
-1,650
| -0.8% | -$112K | 0.43% | 59 |
|
|
2019
Q2 | $15.3M | Sell |
218,017
-859
| -0.4% | -$57.5K | 0.45% | 58 |
|
|
2019
Q1 | $13.6M | Buy |
218,876
+1,508
| +0.7% | +$93.6K | 0.42% | 62 |
|
|
2018
Q4 | $11.3M | Buy |
217,368
+510
| +0.2% | +$32.3K | 0.39% | 67 |
|
|
2018
Q3 | $15.6M | Buy |
216,858
+768
| +0.4% | +$54.3K | 0.49% | 50 |
|
|
2018
Q2 | $14.5M | Buy |
216,090
+917
| +0.4% | +$63.1K | 0.48% | 54 |
|
|
2018
Q1 | $14.5M | Buy |
215,173
+13,028
| +6% | +$979K | 0.49% | 52 |
|
|
2017
Q4 | $15M | Buy |
202,145
+2,198
| +1% | +$163K | 0.52% | 50 |
|
|
2017
Q3 | $14.5M | Buy |
199,947
+4,156
| +2% | +$284K | 0.53% | 51 |
|
|
2017
Q2 | $13.1M | Buy |
195,791
+5,947
| +3% | +$365K | 0.51% | 52 |
|
|
2017
Q1 | $11.4M | Buy |
189,844
+7,311
| +4% | +$432K | 0.46% | 58 |
|
|
2016
Q4 | $10.8M | Buy |
182,533
+1,840
| +1% | +$99.3K | 0.46% | 60 |
|
|
2016
Q3 | $8.53M | Sell |
180,693
-300
| -0.2% | -$13.6K | 0.37% | 78 |
|
|
2016
Q2 | $7.67M | Buy |
180,993
+3,651
| +2% | +$161K | 0.34% | 87 |
|
|
2016
Q1 | $7.4M | Buy |
177,342
+7,351
| +4% | +$307K | 0.33% | 85 |
|
|
2015
Q4 | $8.8M | Sell |
169,991
-4,060
| -2% | -$215K | 0.4% | 68 |
|
|
2015
Q3 | $8.63M | Buy |
174,051
+3,237
| +2% | +$177K | 0.42% | 64 |
|
|
2015
Q2 | $9.44M | Sell |
170,814
-4,370
| -2% | -$238K | 0.42% | 68 |
|
|
2015
Q1 | $9.03M | Buy |
175,184
+3,699
| +2% | +$188K | 0.41% | 67 |
|
|
2014
Q4 | $9.28M | Buy |
171,485
+609
| +0.4% | +$32.3K | 0.44% | 62 |
|
|
2014
Q3 | $8.85M | Buy |
170,876
+6,707
| +4% | +$337K | 0.43% | 63 |
|
|
2014
Q2 | $7.73M | Buy |
164,169
+2,153
| +1% | +$102K | 0.38% | 71 |
|
|
2014
Q1 | $7.71M | Buy |
162,016
+4,973
| +3% | +$248K | 0.4% | 70 |
|
|
2013
Q4 | $8.18M | Buy |
157,043
+8,315
| +6% | +$421K | 0.42% | 61 |
|
|
2013
Q3 | $7.21M | Buy |
148,728
+115,854
| +352% | +$5.86M | 0.39% | 71 |
|
|
2013
Q2 | $1.58M | Buy |
+32,874
| New | +$1.58M | 0.09% | 171 |
|
Other funds holding C
Whittier Trust's C Position: Q2 2026 in Review
Whittier Trust increased its Citigroup (C) stake by 26% in Q2 2026, buying an estimated $458K and bringing the position to 16,857 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #274.
Whittier Trust first reported a position in C in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.6M in Q1 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Whittier Trust held 16,857 shares of Citigroup worth $2.43M as of Q2 2026.
- Whittier Trust bought 3,521 Citigroup shares in Q2 2026, an estimated $458K.
- Citigroup made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #274 holding.
- Whittier Trust first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's Citigroup position peaked at $23.6M in Q1 2021.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.