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World Investment Advisors’s Citigroup C Stock Holding History

World Investment Advisors’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 		$12.9M Sell
110,148
-4,501
-4% -$586K 0.21% 104
2026
Q1 		$13M Sell
114,649
-10,882
-9% -$1.24M 0.21% 105
2025
Q4 		$14.6M Buy
125,531
+24,530
+24% +$2.55M 0.24% 90
2025
Q3 		$10.3M Buy
101,001
+3,521
+4% +$334K 0.21% 100
2025
Q2 		$8.3M Buy
97,480
+63,866
+190% +$4.62M 0.19% 122
2025
Q1 		$2.39M Buy
33,614
+6,908
+26% +$527K 0.06% 321
2024
Q4 		$1.88M Buy
26,706
+5,179
+24% +$349K 0.05% 337
2024
Q3 		$1.35M Buy
21,527
+5,763
+37% +$356K 0.04% 369
2024
Q2 		$1M Buy
+15,764
New +$972K 0.06% 271

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 $3.38T AUM 44.17% 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

World Investment Advisors's C Position: Q2 2026 in Review

World Investment Advisors reduced its Citigroup (C) stake by 3.9% in Q2 2026, selling an estimated $586K and leaving 110,148 shares worth $12.9M. The position accounts for 0.21% of the portfolio, ranked #104.

World Investment Advisors first reported a position in C in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.6M in Q4 2025. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • World Investment Advisors held 110,148 shares of Citigroup worth $12.9M as of Q2 2026.
  • World Investment Advisors sold 4,501 Citigroup shares in Q2 2026, an estimated $586K.
  • Citigroup made up 0.21% of World Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • World Investment Advisors first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Citigroup position peaked at $14.6M in Q4 2025.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.