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Citigroup shares owned by Whelan Financial

Quarter-by-quarter ownership of Citigroup (C) shares owned by Whelan Financial from 13F filings

Historical chart of Whelan Financial investment in Citigroup

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All positions including Citigroup held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 2.6k 101.50

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Global 100 Etf (IOO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Whelan Financial

Top funds holding Citigroup

BlackRock
Vanguard Group
State Street Corporation
Capital World Investors
Geode Capital Management
Fisher Investments
Franklin Resources
FMR
Bank of New York Mellon
Morgan Stanley
Susquehanna International
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services

View all funds holding Citigroup