Citigroup
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Citigroup’s Carlsmed CARL Stock Holding History

Citigroup’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62.9K Buy
4,474
+97
+2% +$1.35K ﹤0.01% 4623
2026
Q2 		$45.4K Buy
4,377
+3,968
+970% +$41.7K ﹤0.01% 5004
2026
Q1 		$3.7K Buy
409
+222
+119% +$2.68K ﹤0.01% 5322
2025
Q4 		$2.31K Sell
187
-33
-15% -$439 ﹤0.01% 5436
2025
Q3 		$2.95K Buy
+220
New +$3.01K ﹤0.01% 5390

Other funds holding CARL

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Citigroup's CARL Position: Q3 2026 in Review

Citigroup increased its Carlsmed (CARL) stake by 2.2% in Q3 2026, buying an estimated $1.35K and bringing the position to 4,474 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4623.

Citigroup first reported a position in CARL in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold CARL as of Q3 2026.

  • Citigroup held 4,474 shares of Carlsmed worth $62.9K as of Q3 2026.
  • Citigroup bought 97 Carlsmed shares in Q3 2026, an estimated $1.35K.
  • Carlsmed made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #4623 holding.
  • Citigroup first reported a position in Carlsmed in Q3 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Carlsmed as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.