Carter Financial Group
C icon

Carter Financial Group’s Citigroup C Stock Holding History

Carter Financial Group’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 		$513K Buy
3,966
+512
+15% +$69K 0.26% 65
2026
Q2 		$483K Sell
3,454
-505
-13% -$65.7K 0.25% 70
2026
Q1 		$449K Buy
3,959
+95
+2% +$10.8K 0.28% 60
2025
Q4 		$451K Sell
3,864
-146
-4% -$15.2K 0.27% 63
2025
Q3 		$407K Buy
4,010
+1,251
+45% +$119K 0.25% 64
2025
Q2 		$235K Buy
+2,759
New +$199K 0.15% 95

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carter Financial Group's C Position: Q3 2026 in Review

Carter Financial Group increased its Citigroup (C) stake by 15% in Q3 2026, buying an estimated $69K and bringing the position to 3,966 shares worth $513K. The position accounts for 0.26% of the portfolio, ranked #65.

Carter Financial Group first reported a position in C in Q2 2025 and has held it in 6 quarters since. 1,070 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Carter Financial Group held 3,966 shares of Citigroup worth $513K as of Q3 2026.
  • Carter Financial Group bought 512 Citigroup shares in Q3 2026, an estimated $69K.
  • Citigroup made up 0.26% of Carter Financial Group's portfolio in Q3 2026, its #65 holding.
  • Carter Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.