Wills Financial Group’s Citigroup C Stock Holding History

Wills Financial Group’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	$225K	Sell	1,611 -10	-0.6%	-$1.3K	0.08%	78
2026 Q1	$201K	Buy	+1,621	New	+$185K	0.08%	75

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

Wills Financial Group's C Position: Q2 2026 in Review

Wills Financial Group reduced its Citigroup (C) stake by 0.62% in Q2 2026, selling an estimated $1.3K and leaving 1,611 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #78.

Wills Financial Group first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Wills Financial Group held 1,611 shares of Citigroup worth $225K as of Q2 2026.
Wills Financial Group sold 10 Citigroup shares in Q2 2026, an estimated $1.3K.
Citigroup made up 0.08% of Wills Financial Group's portfolio in Q2 2026, its #78 holding.
Wills Financial Group first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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