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WPG Advisers’s Citigroup C Stock Holding History

WPG Advisers’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 		$308K Buy
2,202
+527
+31% +$68.6K 0.18% 72
2026
Q1 		$190K Sell
1,675
-181
-10% -$20.6K 0.14% 84
2025
Q4 		$217K Buy
1,856
+704
+61% +$73.1K 0.16% 82
2025
Q3 		$117K Buy
1,152
+406
+54% +$38.5K 0.09% 140
2025
Q2 		$63.5K Buy
746
+214
+40% +$15.5K 0.05% 231
2025
Q1 		$37.8K Buy
532
+40
+8% +$3.05K 0.04% 332
2024
Q4 		$34.6K Buy
+492
New +$33.2K 0.03% 357

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WPG Advisers's C Position: Q2 2026 in Review

WPG Advisers increased its Citigroup (C) stake by 31% in Q2 2026, buying an estimated $68.6K and bringing the position to 2,202 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #72.

WPG Advisers first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • WPG Advisers held 2,202 shares of Citigroup worth $308K as of Q2 2026.
  • WPG Advisers bought 527 Citigroup shares in Q2 2026, an estimated $68.6K.
  • Citigroup made up 0.18% of WPG Advisers's portfolio in Q2 2026, its #72 holding.
  • WPG Advisers first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.