Winthrop Capital Management’s Citigroup C Stock Holding History

Winthrop 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	$2.21M	Buy	15,772 +58	+0.4%	+$7.55K	0.53%	40
2026 Q1	$1.78M	Buy	15,714 +824	+6%	+$93.8K	0.46%	46
2025 Q4	$1.74M	Sell	14,890 -526	-3%	-$54.6K	0.41%	51
2025 Q3	$1.56M	Buy	15,416 +251	+2%	+$23.8K	0.38%	53
2025 Q2	$1.29M	Buy	15,165 +9	+0.1%	+$651	0.33%	59
2025 Q1	$1.08M	Buy	15,156 +582	+4%	+$44.4K	0.3%	67
2024 Q4	$1.03M	Buy	+14,574	New	+$982K	0.27%	72
2024 Q1	–	Sell	-11,156	Closed	-$574K	–	172
2023 Q4	$574K	Buy	+11,156	New	+$494K	0.19%	89

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

Winthrop Capital Management's C Position: Q2 2026 in Review

Winthrop Capital Management increased its Citigroup (C) stake by 0.37% in Q2 2026, buying an estimated $7.55K and bringing the position to 15,772 shares worth $2.21M. The position accounts for 0.53% of the portfolio, ranked #40.

Winthrop Capital Management first reported a position in C in Q4 2023 and has held it in 8 quarters since. 2,633 funds tracked by Wall St. Rank hold C as of Q2 2026.

Winthrop Capital Management held 15,772 shares of Citigroup worth $2.21M as of Q2 2026.
Winthrop Capital Management bought 58 Citigroup shares in Q2 2026, an estimated $7.55K.
Citigroup made up 0.53% of Winthrop Capital Management's portfolio in Q2 2026, its #40 holding.
Winthrop Capital Management first reported a position in Citigroup in Q4 2023 and has held it in 8 quarters since.
2,633 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.