WBCM
C icon

Wilson & Boucher Capital Management’s Citigroup C Stock Holding History

Wilson & Boucher 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 		$241K Buy
+1,719
New +$224K 0.14% 108
2026
Q1 		– Sell
-1,758
Closed -$205K – 115
2025
Q4 		$205K Buy
+1,758
New +$183K 0.13% 112
2022
Q3 		– Sell
-6,298
Closed -$290K – 94
2022
Q2 		$290K Buy
6,298
+2
+0% +$100 0.32% 81
2022
Q1 		$336K Buy
6,296
+52
+0.8% +$3.21K 0.3% 81
2021
Q4 		$377K Buy
+6,244
New +$415K 0.34% 76

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

Wilson & Boucher Capital Management's C Position: Q2 2026 in Review

Wilson & Boucher Capital Management opened a new position in Citigroup (C) in Q2 2026: 1,719 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #108 among its holdings. This is a return to the name: Wilson & Boucher Capital Management previously reported a position in C as recently as Q4 2025.

Wilson & Boucher Capital Management first reported a position in C in Q4 2021 and has held it in 5 quarters since. The position peaked at $377K in Q4 2021. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wilson & Boucher Capital Management held 1,719 shares of Citigroup worth $241K as of Q2 2026.
  • Citigroup was a new Wilson & Boucher Capital Management position in Q2 2026.
  • Citigroup made up 0.14% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #108 holding.
  • Wilson & Boucher Capital Management first reported a position in Citigroup in Q4 2021 and has held it in 5 quarters since.
  • Wilson & Boucher Capital Management's Citigroup position peaked at $377K in Q4 2021.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.