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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Investment Advisors's C Position: Q1 2026 in Review

World Investment Advisors reduced its Citigroup (C) stake by 8.7% in Q1 2026, selling an estimated $1.24M and leaving 114,649 shares worth $13M. The position accounts for 0.21% of the portfolio, ranked #105.

World Investment Advisors first reported a position in C in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • World Investment Advisors held 114,649 shares of Citigroup worth $13M as of Q1 2026.
  • World Investment Advisors sold 10,882 Citigroup shares in Q1 2026, an estimated $1.24M.
  • Citigroup made up 0.21% of World Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • World Investment Advisors first reported a position in Citigroup in Q2 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Citigroup position peaked at $14.6M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.