BSW Wealth Partners’s Citigroup C Stock Holding History

BSW Wealth Partners’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	$1.12M	Sell	7,996 -21	-0.3%	-$2.73K	0.12%	99
2026 Q1	$909K	Sell	8,017 -11	-0.1%	-$1.25K	0.11%	107
2025 Q4	$937K	Sell	8,028 -19	-0.2%	-$1.97K	0.11%	106
2025 Q3	$817K	Buy	8,047 +115	+1%	+$10.9K	0.1%	112
2025 Q2	$675K	Buy	7,932 +62	+0.8%	+$4.48K	0.09%	124
2025 Q1	$559K	Sell	7,870 -68	-0.9%	-$5.18K	0.08%	144
2024 Q4	$559K	Buy	7,938 +36	+0.5%	+$2.43K	0.08%	143
2024 Q3	$495K	Buy	7,902 +308	+4%	+$19K	0.07%	156
2024 Q2	$482K	Sell	7,594 -44	-0.6%	-$2.71K	0.08%	139
2024 Q1	$483K	Buy	7,638 +65	+0.9%	+$3.62K	0.08%	141
2023 Q4	$390K	Sell	7,573 -119	-2%	-$5.27K	0.08%	152
2023 Q3	$316K	Sell	7,692 -124	-2%	-$5.44K	0.07%	165
2023 Q2	$360K	Buy	7,816 +37	+0.5%	+$1.73K	0.08%	156
2023 Q1	$365K	Buy	7,779 +97	+1%	+$4.76K	0.07%	186
2022 Q4	$347K	Sell	7,682 -178	-2%	-$8.09K	0.07%	186
2022 Q3	$328K	Sell	7,860 -70	-0.9%	-$3.46K	0.08%	163
2022 Q2	$365K	Buy	7,930 +373	+5%	+$18.7K	0.09%	159
2022 Q1	$404K	Sell	7,557 -633	-8%	-$39.1K	0.1%	158
2021 Q4	$495K	Buy	8,190 +428	+6%	+$28.5K	0.12%	124
2021 Q3	$545K	Sell	7,762 -570	-7%	-$39.8K	0.15%	98
2021 Q2	$589K	Sell	8,332 -354	-4%	-$26.2K	0.16%	85
2021 Q1	$632K	Sell	8,686 -1,575	-15%	-$105K	0.18%	72
2020 Q4	$633K	Buy	10,261 +776	+8%	+$39.4K	0.19%	62
2020 Q3	$409K	Sell	9,485 -325	-3%	-$16.2K	0.15%	81
2020 Q2	$501K	Buy	9,810 +262	+3%	+$12.4K	0.17%	64
2020 Q1	$402K	Sell	9,548 -106	-1%	-$7.12K	0.17%	64
2019 Q4	$771K	Buy	9,654 +778	+9%	+$57.5K	0.26%	43
2019 Q3	$613K	Buy	8,876 +93	+1%	+$6.33K	0.24%	42
2019 Q2	$615K	Buy	8,783 +1,665	+23%	+$111K	0.23%	45
2019 Q1	$443K	Sell	7,118 -614	-8%	-$38.1K	0.18%	52
2018 Q4	$403K	Sell	7,732 -1,281	-14%	-$81.1K	0.15%	57
2018 Q3	$647K	Buy	9,013 +730	+9%	+$51.6K	0.25%	39
2018 Q2	$554K	Buy	8,283 +275	+3%	+$18.9K	0.24%	42
2018 Q1	$541K	Hold	8,008	–	–	0.24%	40
2017 Q4	$596K	Hold	8,008	–	–	0.25%	40
2017 Q3	$583K	Buy	8,008 +231	+3%	+$15.8K	0.25%	38
2017 Q2	$520K	Buy	7,777 +242	+3%	+$14.8K	0.24%	40
2017 Q1	$451K	Sell	7,535 -31	-0.4%	-$1.83K	0.22%	39
2016 Q4	$450K	Buy	7,566 +7,213	+2,043%	+$389K	0.24%	40
2016 Q3	$7.48K	Sell	353 -6,849	-95%	-$312K	0.26%	37
2016 Q2	$305K	Hold	7,202	–	–	0.17%	53
2016 Q1	$301K	Sell	7,202 -471	-6%	-$19.7K	0.17%	50
2015 Q4	$397K	Buy	7,673 +11	+0.1%	+$584	0.2%	41
2015 Q3	$380K	Buy	7,662 +660	+9%	+$36.1K	0.23%	39
2015 Q2	$387K	Sell	7,002 -10	-0.1%	-$544	0.25%	38
2015 Q1	$361K	Buy	7,012 +10	+0.1%	+$509	0.23%	38
2014 Q4	$379K	Hold	7,002	–	–	0.31%	40
2014 Q3	$363K	Hold	7,002	–	–	0.28%	37
2014 Q2	$330K	Hold	7,002	–	–	0.26%	36
2014 Q1	$333K	Hold	7,002	–	–	0.27%	33
2013 Q4	$365K	Hold	7,002	–	–	0.29%	34
2013 Q3	$340K	Hold	7,002	–	–	0.3%	34
2013 Q2	$336K	Buy	+7,002	New	+$337K	0.3%	34

Other funds holding C

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BSW Wealth Partners's C Position: Q2 2026 in Review

BSW Wealth Partners reduced its Citigroup (C) stake by 0.26% in Q2 2026, selling an estimated $2.73K and leaving 7,996 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #99.

BSW Wealth Partners first reported a position in C in Q2 2013 and has held it in 53 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

BSW Wealth Partners held 7,996 shares of Citigroup worth $1.12M as of Q2 2026.
BSW Wealth Partners sold 21 Citigroup shares in Q2 2026, an estimated $2.73K.
Citigroup made up 0.12% of BSW Wealth Partners's portfolio in Q2 2026, its #99 holding.
BSW Wealth Partners first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.