Citigroup
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Citigroup’s Castellum CTM Stock Holding History

Citigroup’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11 Buy
+17
New +$11 ﹤0.01% 5791
2026
Q2 		– Sell
-7,040
Closed -$4.15K – 5823
2026
Q1 		$4.15K Sell
7,040
-19,791
-74% -$17.7K ﹤0.01% 5302
2025
Q4 		$24.2K Sell
26,831
-2,148
-7% -$2.29K ﹤0.01% 4816
2025
Q3 		$31.6K Sell
28,979
-2,649
-8% -$3.08K ﹤0.01% 4643
2025
Q2 		$33.2K Buy
+31,628
New +$32.5K ﹤0.01% 4943

Other funds holding CTM

Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Citigroup's CTM Position: Q3 2026 in Review

Citigroup opened a new position in Castellum (CTM) in Q3 2026: 17 shares worth $11. The stake represents ﹤0.01% of the portfolio and ranks #5791 among its holdings. This is a return to the name: Citigroup previously reported a position in CTM as recently as Q1 2026.

Citigroup first reported a position in CTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.2K in Q2 2025. 15 funds tracked by Wall St. Rank hold CTM as of Q3 2026.

  • Citigroup held 17 shares of Castellum worth $11 as of Q3 2026.
  • Castellum was a new Citigroup position in Q3 2026.
  • Castellum made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #5791 holding.
  • Citigroup first reported a position in Castellum in Q2 2025 and has held it in 5 quarters since.
  • Citigroup's Castellum position peaked at $33.2K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Castellum as of Q3 2026.

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