WEG
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World Equity Group’s Citigroup C Stock Holding History

World Equity 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 		$2.47M Sell
17,679
-9,045
-34% -$1.18M 0.55% 37
2026
Q1 		$3.03M Buy
26,724
+12,126
+83% +$1.38M 0.79% 27
2025
Q4 		$1.7M Sell
14,598
-3,891
-21% -$404K 0.48% 40
2025
Q3 		$1.88M Buy
18,489
+4,395
+31% +$417K 0.43% 49
2025
Q2 		$1.2M Sell
14,094
-3,429
-20% -$248K 0.33% 65
2025
Q1 		$1.23M Buy
17,523
+5,543
+46% +$423K 0.35% 67
2024
Q4 		$843K Buy
11,980
+378
+3% +$25.5K 0.18% 121
2024
Q3 		$726K Buy
11,602
+387
+3% +$23.9K 0.26% 86
2024
Q2 		$712K Sell
11,215
-10,231
-48% -$631K 0.21% 124
2024
Q1 		$1.36M Buy
21,446
+1,854
+9% +$103K 0.28% 94
2023
Q4 		$1.01M Buy
19,592
+762
+4% +$33.7K 0.2% 114
2023
Q3 		$774K Buy
18,830
+9,952
+112% +$437K 0.16% 145
2023
Q2 		$409K Sell
8,878
-164
-2% -$7.68K 0.12% 212
2023
Q1 		$435K Buy
9,042
+420
+5% +$20.6K 0.06% 305
2022
Q4 		$390K Sell
8,622
-119
-1% -$5.41K 0.09% 215
2022
Q3 		$364K Buy
8,741
+86
+1% +$4.25K 0.09% 210
2022
Q2 		$398K Sell
8,655
-1,034
-11% -$51.7K 0.1% 216
2022
Q1 		$517K Buy
+9,689
New +$598K 0.11% 206

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

World Equity Group's C Position: Q2 2026 in Review

World Equity Group reduced its Citigroup (C) stake by 34% in Q2 2026, selling an estimated $1.18M and leaving 17,679 shares worth $2.47M. The position accounts for 0.55% of the portfolio, ranked #37.

World Equity Group first reported a position in C in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.03M in Q1 2026. 550 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • World Equity Group held 17,679 shares of Citigroup worth $2.47M as of Q2 2026.
  • World Equity Group sold 9,045 Citigroup shares in Q2 2026, an estimated $1.18M.
  • Citigroup made up 0.55% of World Equity Group's portfolio in Q2 2026, its #37 holding.
  • World Equity Group first reported a position in Citigroup in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Citigroup position peaked at $3.03M in Q1 2026.
  • 550 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.