Chancellor Financial Group WB LP C — CITIGROUP INC

Ownership history in Chancellor Financial Group WB LP  ·  11 quarters on record

AI Ownership Summary

Chancellor Financial Group WB LP reported CITIGROUP INC (C) in 11 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.87% in 2026 Q1. The latest visible filing shows C at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chancellor Financial Group WB LP's position in CITIGROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

C was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

C stock page Chancellor Financial Group WB LP fund profile Chancellor Financial Group WB LP full holdings
How Chancellor Financial Group WB LP held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 98.9% +26.2% ❌ 246 -23,077 -98.9% 0.95% $1.3M 2026-05-14 $124.82
2026 Q1 ADDED — — — 23,323 +23,073 +9229.2% 1.87% $2.6M 2026-05-14 $124.82
2025 Q4 REDUCED 98.9% -2.3% ✅ 250 -22,658 -98.9% 0.98% $1.5M 2026-02-05 $115.20
2025 Q4 ADDED — — — 22,908 +22,648 +8710.8% 1.81% $2.7M 2026-02-05 $115.20
2025 Q3 REDUCED 98.9% +17.1% ❌ 260 -22,568 -98.9% 0.83% $1.2M 2025-11-12 $101.85
2025 Q3 ADDED — — — 22,828 +22,628 +11314.0% 1.63% $2.3M 2025-11-12 $101.85
2025 Q2 REDUCED 99.1% +22.0% ❌ 200 -22,571 -99.1% 0.62% $806K 2025-08-06 $90.78
2025 Q2 ADDED — — — 22,771 +22,466 +7365.9% 1.50% $1.9M 2025-08-06 $90.78
2025 Q1 REDUCED 98.7% +20.9% ❌ 305 -23,071 -98.7% 0.62% $751K 2025-05-05 $68.68
2025 Q1 ADDED — — — 23,376 +3,093 +15.2% 1.37% $1.7M 2025-05-05 $68.68
2024 Q4 INITIATED — — — 20,283 — — 1.15% $1.4M 2025-03-19 $69.30

🏢 Other funds also holding C

As of 2026 Q2 — sorted by position size

TERRIL BROTHERS, INC. 3Y 7Y 14.57% Spectrum Financial Alliance Ltd LLC 3Y 7Y 13.2% SALZHAUER MICHAEL 3Y 7Y 7.58% Nexus Investment Management ULC 3Y 7Y 6.76% Connective Portfolio Management, LLC 3Y 6.06% Carmel Capital Management L.L.C. 3Y 5.44% SALZHAUER MICHAEL 3Y 7Y 4.46% Eastover Investment Advisors LLC 3Y 7Y 4.19% WealthBridge Investment Counsel Inc. 3Y 4.06% Boothe Investment Group, Inc. 3Y 7Y 3.45%

FAQ About Chancellor Financial Group WB LP and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chancellor Financial Group WB LP reported owning C?

Chancellor Financial Group WB LP reported C across 11 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported C position in Chancellor Financial Group WB LP's portfolio?

The largest reported portfolio weight for C was 1.87% in 2026 Q1.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when Chancellor Financial Group WB LP reported 246 shares, equal to 0.95% of portfolio, with an estimated market value of $1.3M.

What does the chart on this C ownership page compare?

The chart compares Chancellor Financial Group WB LP's quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chancellor Financial Group WB LP time their C position?

Based on 13F filing dates vs. subsequent C price moves, Chancellor Financial Group WB LP correctly timed 0 out of 10 reported position changes (0%). The annualised alpha on C relative to SPY over the holding period was +29.4%.

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