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Aurora Private Wealth’s Citigroup C Stock Holding History

Aurora 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
Q3 		$666K Buy
5,143
+64
+1% +$8.62K 0.42% 60
2026
Q2 		$711K Sell
5,079
-503
-9% -$65.5K 0.45% 55
2026
Q1 		$651K Hold
5,582
– – 0.46% 58
2025
Q4 		$651K Buy
+5,582
New +$580K 0.43% 63
2025
Q2 		$497K Buy
5,840
+645
+12% +$46.6K 0.37% 66
2025
Q1 		$369K Sell
5,195
-263
-5% -$20.1K 0.29% 86
2024
Q4 		$384K Sell
5,458
-1,313
-19% -$88.5K 0.29% 88
2024
Q3 		$424K Buy
6,771
+37
+0.5% +$2.29K 0.33% 81
2024
Q2 		$427K Buy
6,734
+33
+0.5% +$2.04K 0.37% 72
2024
Q1 		$425K Sell
6,701
-103
-2% -$5.73K 0.37% 71
2023
Q4 		$350K Sell
6,804
-113
-2% -$5K 0.33% 82
2023
Q3 		$284K Sell
6,917
-8
-0.1% -$351 0.31% 91
2023
Q2 		$319K Sell
6,925
-173
-2% -$8.1K 0.36% 80
2023
Q1 		$333K Buy
7,098
+29
+0.4% +$1.42K 0.36% 86
2022
Q4 		$320K Buy
7,069
+587
+9% +$26.7K 0.37% 81
2022
Q3 		$270K Sell
6,482
-1,148
-15% -$56.7K 0.12% 121
2022
Q2 		$351K Sell
7,630
-750
-9% -$37.5K 0.16% 102
2022
Q1 		$447K Buy
8,380
+2,178
+35% +$135K 0.18% 101
2021
Q4 		$375K Buy
6,202
+23
+0.4% +$1.53K 0.16% 113
2021
Q3 		$434K Sell
6,179
-1,451
-19% -$101K 0.18% 117
2021
Q2 		$540K Buy
7,630
+65
+0.9% +$4.81K 0.22% 97
2021
Q1 		$550K Sell
7,565
-603
-7% -$40.3K 0.23% 95
2020
Q4 		$504K Sell
8,168
-20
-0.2% -$1.02K 0.21% 101
2020
Q3 		$353K Sell
8,188
-792
-9% -$39.5K 0.15% 120
2020
Q2 		$459K Sell
8,980
-6,475
-42% -$307K 0.21% 87
2020
Q1 		$651K Buy
15,455
+7,349
+91% +$493K 0.23% 95
2019
Q4 		$648K Buy
+8,106
New +$599K 0.23% 77

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

Aurora Private Wealth's C Position: Q3 2026 in Review

Aurora Private Wealth increased its Citigroup (C) stake by 1.3% in Q3 2026, buying an estimated $8.62K and bringing the position to 5,143 shares worth $666K. The position accounts for 0.42% of the portfolio, ranked #60.

Aurora Private Wealth first reported a position in C in Q4 2019 and has held it in 27 quarters since. The position peaked at $711K in Q2 2026. 1,417 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Aurora Private Wealth held 5,143 shares of Citigroup worth $666K as of Q3 2026.
  • Aurora Private Wealth bought 64 Citigroup shares in Q3 2026, an estimated $8.62K.
  • Citigroup made up 0.42% of Aurora Private Wealth's portfolio in Q3 2026, its #60 holding.
  • Aurora Private Wealth first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's Citigroup position peaked at $711K in Q2 2026.
  • 1,417 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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