Citigroup’s CaliberCos CWD Stock Holding History

Citigroup’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,265	Closed	-$3.75K	–	5832
2026 Q1	$3.75K	Buy	3,265 +3,264	+326,400%	+$4.21K	﹤0.01%	5318
2025 Q4	$1	Sell	1 -324	-100%	-$868	﹤0.01%	5964
2025 Q3	$1.44K	Buy	+325	New	+$1.21K	﹤0.01%	5561

Other funds holding CWD

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup's CWD Position: Q2 2026 in Review

Citigroup sold out of CaliberCos (CWD) in Q2 2026, closing a stake of 3,265 shares — an estimated $3.75K sold.

Citigroup first reported a position in CWD in Q3 2025 and held it in 3 quarters. The position peaked at $3.75K in Q1 2026. 6 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

Citigroup reported no remaining CaliberCos position as of Q2 2026 after selling out during the quarter.
Citigroup sold 3,265 CaliberCos shares in Q2 2026, an estimated $3.75K.
Citigroup first reported a position in CaliberCos in Q3 2025 and held it in 3 quarters.
Citigroup's CaliberCos position peaked at $3.75K in Q1 2026.
6 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

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