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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aurora Private Wealth's C Position: Q2 2026 in Review

Aurora Private Wealth reduced its Citigroup (C) stake by 9% in Q2 2026, selling an estimated $65.5K and leaving 5,079 shares worth $711K. The position accounts for 0.45% of the portfolio, ranked #55.

Aurora Private Wealth first reported a position in C in Q4 2019 and has held it in 26 quarters since. 938 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aurora Private Wealth held 5,079 shares of Citigroup worth $711K as of Q2 2026.
  • Aurora Private Wealth sold 503 Citigroup shares in Q2 2026, an estimated $65.5K.
  • Citigroup made up 0.45% of Aurora Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Aurora Private Wealth first reported a position in Citigroup in Q4 2019 and has held it in 26 quarters since.
  • 938 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.