Chemistry Wealth Management’s Citigroup C Stock Holding History

Chemistry Wealth Management’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	$641K	Sell	4,580 -2	-0%	-$260	0.1%	118
2026 Q1	$520K	Buy	4,582 +4	+0.1%	+$456	0.09%	117
2025 Q4	$534K	Sell	4,578 -583	-11%	-$60.5K	0.1%	113
2025 Q3	$524K	Buy	5,161 +5	+0.1%	+$474	0.1%	114
2025 Q2	$439K	Buy	5,156 +505	+11%	+$36.5K	0.09%	119
2025 Q1	$330K	Buy	4,651 +6	+0.1%	+$458	0.08%	128
2024 Q4	$327K	Buy	4,645 +419	+10%	+$28.2K	0.08%	134
2024 Q3	$265K	Buy	4,226 +41	+1%	+$2.54K	0.06%	147
2024 Q2	$266K	Buy	+4,185	New	+$258K	0.07%	138
2022 Q1	–	Sell	-8,686	Closed	-$525K	–	143
2021 Q4	$525K	Buy	+8,686	New	+$578K	0.44%	49

Other funds holding C

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Chemistry Wealth Management's C Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Citigroup (C) stake by 0.04% in Q2 2026, selling an estimated $260 and leaving 4,580 shares worth $641K. The position accounts for 0.1% of the portfolio, ranked #118.

Chemistry Wealth Management first reported a position in C in Q4 2021 and has held it in 10 quarters since. 1,251 funds tracked by Wall St. Rank hold C as of Q2 2026.

Chemistry Wealth Management held 4,580 shares of Citigroup worth $641K as of Q2 2026.
Chemistry Wealth Management sold 2 Citigroup shares in Q2 2026, an estimated $260.
Citigroup made up 0.1% of Chemistry Wealth Management's portfolio in Q2 2026, its #118 holding.
Chemistry Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 10 quarters since.
1,251 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.