Chicago Partners Investment Group’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
Sell
-300
Closed -$38.9K 1609
2026
Q1
$38.9K Buy
+300
New +$34.2K ﹤0.01% 1432

Other funds holding C

Chicago Partners Investment Group's C Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Citigroup (C) stake by 25% in Q2 2026, buying an estimated $876K and bringing the position to 33,434 shares worth $4.41M. The position accounts for 0.09% of the portfolio, ranked #200.

Chicago Partners Investment Group first reported a position in C in Q4 2014 and has held it in 35 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Chicago Partners Investment Group held 33,434 shares of Citigroup worth $4.41M as of Q2 2026.
  • Chicago Partners Investment Group bought 6,730 Citigroup shares in Q2 2026, an estimated $876K.
  • Citigroup made up 0.09% of Chicago Partners Investment Group's portfolio in Q2 2026, its #200 holding.
  • Chicago Partners Investment Group first reported a position in Citigroup in Q4 2014 and has held it in 35 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.