Cherry Tree Wealth Management’s Citigroup C Stock Holding History

Cherry Tree 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 Q3	$19.4K	Hold	150	–	–	﹤0.01%	368
2026 Q2	$21K	Hold	150	–	–	﹤0.01%	367
2026 Q1	$17K	Hold	150	–	–	﹤0.01%	364
2025 Q4	$17.5K	Buy	+150	New	+$15.6K	﹤0.01%	368
2025 Q1	–	Sell	-30	Closed	-$2.11K	–	759
2024 Q4	$2.11K	Hold	30	–	–	﹤0.01%	538
2024 Q3	$1.88K	Hold	30	–	–	﹤0.01%	539
2024 Q2	$1.9K	Hold	30	–	–	﹤0.01%	519
2024 Q1	$1.9K	Hold	30	–	–	﹤0.01%	514
2023 Q4	$1.54K	Hold	30	–	–	﹤0.01%	521
2023 Q3	$1.23K	Hold	30	–	–	﹤0.01%	519
2023 Q2	$1.38K	Buy	+30	New	+$1.4K	﹤0.01%	519

Other funds holding C

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Cherry Tree Wealth Management's C Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Citigroup (C) position steady in Q3 2026 at 150 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Cherry Tree Wealth Management first reported a position in C in Q2 2023 and has held it in 11 quarters since. The position peaked at $21K in Q2 2026. 1,000 funds tracked by Wall St. Rank hold C as of Q3 2026.

Cherry Tree Wealth Management held 150 shares of Citigroup worth $19.4K as of Q3 2026.
Cherry Tree Wealth Management left its Citigroup share count unchanged in Q3 2026.
Citigroup made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #368 holding.
Cherry Tree Wealth Management first reported a position in Citigroup in Q2 2023 and has held it in 11 quarters since.
Cherry Tree Wealth Management's Citigroup position peaked at $21K in Q2 2026.
1,000 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.