STACKSTONE WEALTH, LLC’s Citigroup C Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$7.85M	Buy	+60,664	New	+$8.17M	0.77%	36

Other funds holding C

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's C Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Citigroup (C) in Q3 2026: 60,664 shares worth $7.85M. The stake represents 0.77% of the portfolio and ranks #36 among its holdings.

470 funds tracked by Wall St. Rank hold C as of Q3 2026.

STACKSTONE WEALTH, LLC held 60,664 shares of Citigroup worth $7.85M as of Q3 2026.
Citigroup was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Citigroup made up 0.77% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #36 holding.
470 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.