WAG
C icon

Winthrop Advisory Group’s Citigroup C Stock Holding History

Winthrop Advisory 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 		$446K Sell
3,184
-563
-15% -$73.3K 0.03% 133
2026
Q1 		$425K Buy
3,747
+4
+0.1% +$456 0.03% 111
2025
Q4 		$437K Buy
3,743
+4
+0.1% +$415 0.04% 115
2025
Q3 		$380K Buy
3,739
+4
+0.1% +$380 0.03% 117
2025
Q2 		$318K Sell
3,735
-69
-2% -$4.99K 0.03% 130
2025
Q1 		$270K Buy
3,804
+3
+0.1% +$229 0.03% 124
2024
Q4 		$268K Sell
3,801
-143
-4% -$9.64K 0.03% 128
2024
Q3 		$247K Buy
3,944
+299
+8% +$18.5K 0.03% 125
2024
Q2 		$231K Buy
+3,645
New +$225K 0.03% 126
2022
Q2 		– Sell
-3,828
Closed -$204K – 127
2022
Q1 		$204K Buy
+3,828
New +$236K 0.04% 131
2021
Q4 		– Sell
-3,266
Closed -$229K – 143
2021
Q3 		$229K Buy
3,266
+210
+7% +$14.7K 0.05% 122
2021
Q2 		$216K Buy
3,056
+10
+0.3% +$740 0.05% 124
2021
Q1 		$222K Buy
+3,046
New +$203K 0.05% 124
2020
Q2 		– Sell
-6,563
Closed -$226K – 94
2020
Q1 		$226K Buy
6,563
+2,675
+69% +$180K 0.09% 75
2019
Q4 		$311K Sell
3,888
-1,028
-21% -$76K 0.11% 75
2019
Q3 		$340K Sell
4,916
-286
-5% -$19.5K 0.13% 67
2019
Q2 		$364K Buy
5,202
+446
+9% +$29.8K 0.15% 58
2019
Q1 		$300K Buy
4,756
+8
+0.2% +$497 0.13% 67
2018
Q4 		$247K Sell
4,748
-738
-13% -$46.7K 0.13% 68
2018
Q3 		$394K Buy
5,486
+1,039
+23% +$73.5K 0.22% 49
2018
Q2 		$298K Buy
4,447
+7
+0.2% +$482 0.2% 57
2018
Q1 		$306K Sell
4,440
-156
-3% -$11.7K 0.22% 58
2017
Q4 		$347K Buy
+4,596
New +$340K 0.25% 55

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

Winthrop Advisory Group's C Position: Q2 2026 in Review

Winthrop Advisory Group reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $73.3K and leaving 3,184 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #133.

Winthrop Advisory Group first reported a position in C in Q4 2017 and has held it in 23 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Winthrop Advisory Group held 3,184 shares of Citigroup worth $446K as of Q2 2026.
  • Winthrop Advisory Group sold 563 Citigroup shares in Q2 2026, an estimated $73.3K.
  • Citigroup made up 0.03% of Winthrop Advisory Group's portfolio in Q2 2026, its #133 holding.
  • Winthrop Advisory Group first reported a position in Citigroup in Q4 2017 and has held it in 23 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.