Alteri Wealth’s Citigroup C Stock Holding History

Alteri 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	$1.32M	Sell	9,425 -153	-2%	-$19.9K	0.36%	58
2026 Q1	$1.09M	Sell	9,578 -388	-4%	-$44.2K	0.35%	64
2025 Q4	$1.16M	Buy	9,966 +990	+11%	+$103K	0.38%	60
2025 Q3	$911K	Buy	8,976 +93	+1%	+$8.82K	0.31%	78
2025 Q2	$756K	Buy	8,883 +725	+9%	+$52.4K	0.29%	88
2025 Q1	$579K	Buy	8,158 +133	+2%	+$10.1K	0.25%	97
2024 Q4	$565K	Buy	+8,025	New	+$541K	0.16%	101

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Alteri Wealth's C Position: Q2 2026 in Review

Alteri Wealth reduced its Citigroup (C) stake by 1.6% in Q2 2026, selling an estimated $19.9K and leaving 9,425 shares worth $1.32M. The position accounts for 0.36% of the portfolio, ranked #58.

Alteri Wealth first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Alteri Wealth held 9,425 shares of Citigroup worth $1.32M as of Q2 2026.
Alteri Wealth sold 153 Citigroup shares in Q2 2026, an estimated $19.9K.
Citigroup made up 0.36% of Alteri Wealth's portfolio in Q2 2026, its #58 holding.
Alteri Wealth first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.