CFG
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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
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 $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Carter Financial Group's C Position: Q2 2026 in Review

Carter Financial Group reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $65.7K and leaving 3,454 shares worth $483K. The position accounts for 0.25% of the portfolio, ranked #70.

Carter Financial Group first reported a position in C in Q2 2025 and has held it in 5 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Carter Financial Group held 3,454 shares of Citigroup worth $483K as of Q2 2026.
  • Carter Financial Group sold 505 Citigroup shares in Q2 2026, an estimated $65.7K.
  • Citigroup made up 0.25% of Carter Financial Group's portfolio in Q2 2026, its #70 holding.
  • Carter Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.