55 North Private Wealth’s Citigroup C Stock Holding History

55 North Private Wealth’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	$937K	Buy	6,697 +1,204	+22%	+$157K	0.18%	61
2026 Q1	$623K	Buy	5,493 +413	+8%	+$47K	0.16%	64
2025 Q4	$593K	Buy	+5,080	New	+$528K	0.16%	67

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

55 North Private Wealth's C Position: Q2 2026 in Review

55 North Private Wealth increased its Citigroup (C) stake by 22% in Q2 2026, buying an estimated $157K and bringing the position to 6,697 shares worth $937K. The position accounts for 0.18% of the portfolio, ranked #61.

55 North Private Wealth first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,619 funds tracked by Wall St. Rank hold C as of Q2 2026.

55 North Private Wealth held 6,697 shares of Citigroup worth $937K as of Q2 2026.
55 North Private Wealth bought 1,204 Citigroup shares in Q2 2026, an estimated $157K.
Citigroup made up 0.18% of 55 North Private Wealth's portfolio in Q2 2026, its #61 holding.
55 North Private Wealth first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,619 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.