Wilkinson Global Asset Management’s Citigroup C Stock Holding History

Wilkinson Global Asset 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	$303K	Hold	2,164	–	–	0.02%	55
2026 Q1	$245K	Sell	2,164 -430	-17%	-$49K	0.02%	59
2025 Q4	$303K	Buy	2,594 +560	+28%	+$58.2K	0.02%	54
2025 Q3	$206K	Buy	+2,034	New	+$193K	0.01%	65
2021 Q4	–	Sell	-3,765	Closed	-$264K	–	93
2021 Q3	$264K	Sell	3,765 -280	-7%	-$19.6K	0.02%	83
2021 Q2	$286K	Sell	4,045 -35	-0.9%	-$2.59K	0.02%	81
2021 Q1	$297K	Buy	+4,080	New	+$272K	0.02%	76

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wilkinson Global Asset Management's C Position: Q2 2026 in Review

Wilkinson Global Asset Management held its Citigroup (C) position steady in Q2 2026 at 2,164 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #55.

Wilkinson Global Asset Management first reported a position in C in Q1 2021 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Wilkinson Global Asset Management held 2,164 shares of Citigroup worth $303K as of Q2 2026.
Wilkinson Global Asset Management left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.02% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #55 holding.
Wilkinson Global Asset Management first reported a position in Citigroup in Q1 2021 and has held it in 7 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.