Accurate Wealth Management
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Accurate Wealth Management’s Citigroup C Stock Holding History

Accurate Wealth Management’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 		$2.29M Buy
18,371
+2,475
+16% +$333K 0.2% 113
2026
Q2 		$2.24M Sell
15,896
-2,540
-14% -$331K 0.21% 110
2026
Q1 		$2.29M Buy
18,436
+1,175
+7% +$134K 0.28% 84
2025
Q4 		$2.09M Buy
17,261
+461
+3% +$47.9K 0.27% 93
2025
Q3 		$1.68M Sell
16,800
-4,447
-21% -$422K 0.22% 110
2025
Q2 		$1.85M Buy
21,247
+1,805
+9% +$130K 0.28% 88
2025
Q1 		$1.2M Buy
19,442
+2,047
+12% +$156K 0.23% 104
2024
Q4 		$1.24M Buy
17,395
+1,093
+7% +$73.7K 0.24% 102
2024
Q3 		$1.02M Buy
16,302
+6,723
+70% +$416K 0.21% 108
2024
Q2 		$624K Buy
9,579
+5,138
+116% +$317K 0.15% 143
2024
Q1 		$263K Sell
4,441
-1,152
-21% -$64.1K 0.08% 239
2023
Q4 		$291K Sell
5,593
-512
-8% -$22.7K 0.09% 200
2023
Q3 		$252K Buy
6,105
+499
+9% +$21.9K 0.08% 220
2023
Q2 		$257K Sell
5,606
-199
-3% -$9.32K 0.08% 221
2023
Q1 		$270K Buy
5,805
+813
+16% +$39.9K 0.09% 203
2022
Q4 		$241K Sell
4,992
-712
-12% -$32.3K 0.09% 194
2022
Q3 		$341K Buy
+5,704
New +$282K 0.14% 123

Other funds holding C

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Accurate Wealth Management's C Position: Q3 2026 in Review

Accurate Wealth Management increased its Citigroup (C) stake by 16% in Q3 2026, buying an estimated $333K and bringing the position to 18,371 shares worth $2.29M. The position accounts for 0.2% of the portfolio, ranked #113.

Accurate Wealth Management first reported a position in C in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.29M in Q1 2026. 1,417 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Accurate Wealth Management held 18,371 shares of Citigroup worth $2.29M as of Q3 2026.
  • Accurate Wealth Management bought 2,475 Citigroup shares in Q3 2026, an estimated $333K.
  • Citigroup made up 0.2% of Accurate Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Accurate Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's Citigroup position peaked at $2.29M in Q1 2026.
  • 1,417 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.