Citigroup
CARL

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
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

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Citigroup's CARL Position: Q2 2026 in Review

Citigroup increased its Carlsmed (CARL) stake by 970% in Q2 2026, buying an estimated $41.7K and bringing the position to 4,377 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5004.

Citigroup first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Citigroup held 4,377 shares of Carlsmed worth $45.4K as of Q2 2026.
  • Citigroup bought 3,968 Carlsmed shares in Q2 2026, an estimated $41.7K.
  • Carlsmed made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5004 holding.
  • Citigroup first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.