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Widmann Financial Services’s Citigroup C Stock Holding History

Widmann Financial Services’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 		$2.09M Sell
14,911
-277
-2% -$36.1K 1.12% 26
2026
Q1 		$1.72M Sell
15,188
-33
-0.2% -$3.76K 1.02% 28
2025
Q4 		$1.78M Sell
15,221
-477
-3% -$49.5K 1.09% 27
2025
Q3 		$1.59M Sell
15,698
-73
-0.5% -$6.93K 1% 27
2025
Q2 		$1.34M Buy
15,771
+153
+1% +$11.1K 0.94% 31
2025
Q1 		$1.11M Buy
15,618
+648
+4% +$49.4K 0.86% 34
2024
Q4 		$1.05M Buy
14,970
+503
+3% +$33.9K 0.82% 37
2024
Q3 		$906K Sell
14,467
-656
-4% -$40.6K 0.69% 45
2024
Q2 		$960K Sell
15,123
-162
-1% -$9.99K 0.78% 39
2024
Q1 		$967K Sell
15,285
-196
-1% -$10.9K 0.81% 41
2023
Q4 		$796K Sell
15,481
-468
-3% -$20.7K 0.72% 46
2023
Q3 		$656K Buy
15,949
+214
+1% +$9.39K 0.65% 47
2023
Q2 		$724K Buy
15,735
+1,774
+13% +$83.1K 0.69% 46
2023
Q1 		$655K Buy
13,961
+1,593
+13% +$78.2K 0.66% 48
2022
Q4 		$559K Buy
12,368
+2,805
+29% +$127K 0.59% 50
2022
Q3 		$399K Buy
9,563
+4,283
+81% +$212K 0.44% 57
2022
Q2 		$242K Buy
+5,280
New +$264K 0.25% 72
2022
Q1 		– Sell
-2,123
Closed -$128K – 137
2021
Q4 		$128K Buy
+2,123
New +$141K 0.11% 107

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

Widmann Financial Services's C Position: Q2 2026 in Review

Widmann Financial Services reduced its Citigroup (C) stake by 1.8% in Q2 2026, selling an estimated $36.1K and leaving 14,911 shares worth $2.09M. The position accounts for 1.12% of the portfolio, ranked #26.

Widmann Financial Services first reported a position in C in Q4 2021 and has held it in 18 quarters since. 2,638 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Widmann Financial Services held 14,911 shares of Citigroup worth $2.09M as of Q2 2026.
  • Widmann Financial Services sold 277 Citigroup shares in Q2 2026, an estimated $36.1K.
  • Citigroup made up 1.12% of Widmann Financial Services's portfolio in Q2 2026, its #26 holding.
  • Widmann Financial Services first reported a position in Citigroup in Q4 2021 and has held it in 18 quarters since.
  • 2,638 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.