Citigroup
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Citigroup’s Fresenius Medical Care FMS Stock Holding History

Citigroup’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,700
Closed -$185K – 7030
2013
Q3 		$185K Buy
+5,700
New +$186K ﹤0.01% 4218

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Searle & Co
Searle & Co Greenwich, Connecticut $419M AUM 36.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Citigroup's FMS Position: Q3 2026 in Review

Citigroup increased its Fresenius Medical Care (FMS) stake by 40% in Q3 2026, buying an estimated $8.09K and bringing the position to 1,194 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4900.

Citigroup first reported a position in FMS in Q2 2013 and has held it in 54 quarters since. The position peaked at $28M in Q2 2021. 113 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Citigroup held 1,194 shares of Fresenius Medical Care worth $26.7K as of Q3 2026.
  • Citigroup bought 344 Fresenius Medical Care shares in Q3 2026, an estimated $8.09K.
  • Fresenius Medical Care made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #4900 holding.
  • Citigroup first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Fresenius Medical Care position peaked at $28M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

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