Cerity Partners
C icon

Cerity Partners’s Citigroup C Stock Holding History

Cerity 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
Q1 		$113K Buy
+1,000
New +$114K ﹤0.01% 3004

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's C Position: Q1 2026 in Review

Cerity Partners increased its Citigroup (C) stake by 2.2% in Q1 2026, buying an estimated $2.72M and bringing the position to 1,103,143 shares worth $125M. The position accounts for 0.18% of the portfolio, ranked #114.

Cerity Partners first reported a position in C in Q3 2017 and has held it in 35 quarters since. The position peaked at $126M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Cerity Partners held 1,103,143 shares of Citigroup worth $125M as of Q1 2026.
  • Cerity Partners bought 23,901 Citigroup shares in Q1 2026, an estimated $2.72M.
  • Citigroup made up 0.18% of Cerity Partners's portfolio in Q1 2026, its #114 holding.
  • Cerity Partners first reported a position in Citigroup in Q3 2017 and has held it in 35 quarters since.
  • Cerity Partners's Citigroup position peaked at $126M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.