Cerity Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $154M | Sell |
1,099,020
-4,123
| -0.4% | -$537K | 0.19% | 113 |
|
|
2026
Q1 | $125M | Buy |
1,103,143
+23,901
| +2% | +$2.72M | 0.18% | 114 |
|
|
2025
Q4 | $126M | Buy |
1,079,242
+49,712
| +5% | +$5.16M | 0.18% | 108 |
|
|
2025
Q3 | $104M | Buy |
1,029,530
+34,184
| +3% | +$3.24M | 0.17% | 119 |
|
|
2025
Q2 | $84.7M | Buy |
995,346
+69,733
| +8% | +$5.04M | 0.15% | 144 |
|
|
2025
Q1 | $65.7M | Buy |
925,613
+41,653
| +5% | +$3.18M | 0.13% | 156 |
|
|
2024
Q4 | $58.3M | Buy |
883,960
+23,053
| +3% | +$1.55M | 0.13% | 151 |
|
|
2024
Q3 | $53.9M | Buy |
860,907
+320,568
| +59% | +$19.8M | 0.12% | 164 |
|
|
2024
Q2 | $34.3M | Sell |
540,339
-130,294
| -19% | -$8.03M | 0.09% | 195 |
|
|
2024
Q1 | $42.4M | Buy |
670,633
+410,965
| +158% | +$22.9M | 0.11% | 179 |
|
|
2023
Q4 | $13.4M | Buy |
259,668
+96,188
| +59% | +$4.26M | 0.04% | 320 |
|
|
2023
Q3 | $6.72M | Sell |
163,480
-174,355
| -52% | -$7.65M | 0.03% | 365 |
|
|
2023
Q2 | $15.6M | Buy |
337,835
+135,677
| +67% | +$6.35M | 0.06% | 277 |
|
|
2023
Q1 | $12M | Sell |
202,158
-23,480
| -10% | -$1.15M | 0.03% | 330 |
|
|
2022
Q4 | $10.2M | Buy |
225,638
+37,136
| +20% | +$1.69M | 0.07% | 259 |
|
|
2022
Q3 | $7.86M | Buy |
188,502
+7,180
| +4% | +$355K | 0.09% | 185 |
|
|
2022
Q2 | $8.34M | Sell |
181,322
-8,047
| -4% | -$403K | 0.09% | 191 |
|
|
2022
Q1 | $10.1M | Buy |
189,369
+2,996
| +2% | +$185K | 0.16% | 122 |
|
|
2021
Q4 | $11.3M | Buy |
186,373
+1,142
| +0.6% | +$75.9K | 0.17% | 111 |
|
|
2021
Q3 | $13M | Buy |
185,231
+32,514
| +21% | +$2.27M | 0.29% | 77 |
|
|
2021
Q2 | $10.8M | Buy |
152,717
+8,859
| +6% | +$655K | 0.24% | 86 |
|
|
2021
Q1 | $10.5M | Buy |
143,858
+973
| +0.7% | +$65K | 0.25% | 86 |
|
|
2020
Q4 | $8.81M | Buy |
142,885
+2,941
| +2% | +$149K | 0.28% | 78 |
|
|
2020
Q3 | $6.03M | Buy |
139,944
+29,756
| +27% | +$1.48M | 0.25% | 82 |
|
|
2020
Q2 | $5.63M | Buy |
110,188
+7,924
| +8% | +$376K | 0.31% | 65 |
|
|
2020
Q1 | $4.31M | Buy |
102,264
+4,928
| +5% | +$331K | 0.27% | 75 |
|
|
2019
Q4 | $7.78M | Sell |
97,336
-6,402
| -6% | -$473K | 0.4% | 47 |
|
|
2019
Q3 | $7.17M | Sell |
103,738
-4,723
| -4% | -$321K | 0.42% | 53 |
|
|
2019
Q2 | $7.6M | Sell |
108,461
-8,362
| -7% | -$560K | 0.48% | 48 |
|
|
2019
Q1 | $7.27M | Sell |
116,823
-20,775
| -15% | -$1.29M | 0.49% | 41 |
|
|
2018
Q4 | $7.16M | Buy |
137,598
+4,360
| +3% | +$276K | 0.48% | 45 |
|
|
2018
Q3 | $9.56M | Sell |
133,238
-621
| -0.5% | -$43.9K | 0.66% | 28 |
|
|
2018
Q2 | $8.96M | Buy |
133,859
+2,013
| +2% | +$139K | 0.66% | 30 |
|
|
2018
Q1 | $8.9M | Buy |
131,846
+822
| +0.6% | +$61.8K | 0.68% | 31 |
|
|
2017
Q4 | $9.75M | Buy |
131,024
+10,003
| +8% | +$740K | 0.65% | 31 |
|
|
2017
Q3 | $8.8M | Buy |
+121,021
| New | +$8.26M | 0.62% | 30 |
|
Other funds holding C
VCM
VPM
Cerity Partners's C Position: Q2 2026 in Review
Cerity Partners reduced its Citigroup (C) stake by 0.37% in Q2 2026, selling an estimated $537K and leaving 1,099,020 shares worth $154M. The position accounts for 0.19% of the portfolio, ranked #113.
Cerity Partners first reported a position in C in Q3 2017 and has held it in 36 quarters since. 2,390 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Cerity Partners held 1,099,020 shares of Citigroup worth $154M as of Q2 2026.
- Cerity Partners sold 4,123 Citigroup shares in Q2 2026, an estimated $537K.
- Citigroup made up 0.19% of Cerity Partners's portfolio in Q2 2026, its #113 holding.
- Cerity Partners first reported a position in Citigroup in Q3 2017 and has held it in 36 quarters since.
- 2,390 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.