Citigroup’s US Global Investors GROW Stock Holding History

Citigroup’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.97K	Buy	+1,378	New	+$4.2K	﹤0.01%	5400
2016 Q2	–	Sell	-6	Closed	–	–	7192
2016 Q1	$0	Sell	6 -77	-93%	-$111	﹤0.01%	7557
2015 Q4	$0	Buy	+83	New	+$113	﹤0.01%	7667

Other funds holding GROW

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SCA

SMH Capital Advisors Fort Worth, Texas $26.4M AUM 1.31% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Citigroup's GROW Position: Q3 2026 in Review

Citigroup opened a new position in US Global Investors (GROW) in Q3 2026: 1,378 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #5400 among its holdings. This is a return to the name: Citigroup previously reported a position in GROW as recently as Q1 2016.

Citigroup first reported a position in GROW in Q4 2015 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold GROW as of Q3 2026.

Citigroup held 1,378 shares of US Global Investors worth $3.97K as of Q3 2026.
US Global Investors was a new Citigroup position in Q3 2026.
US Global Investors made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #5400 holding.
Citigroup first reported a position in US Global Investors in Q4 2015 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held US Global Investors as of Q3 2026.

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