Canopy Partners’s Citigroup C Stock Holding History

Canopy 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	$269K	Buy	+1,923	New	+$250K	0.08%	195

Other funds holding C

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

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

Canopy Partners's C Position: Q2 2026 in Review

Canopy Partners opened a new position in Citigroup (C) in Q2 2026: 1,923 shares worth $269K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings.

803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Canopy Partners held 1,923 shares of Citigroup worth $269K as of Q2 2026.
Citigroup was a new Canopy Partners position in Q2 2026.
Citigroup made up 0.08% of Canopy Partners's portfolio in Q2 2026, its #195 holding.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.