Citigroup
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Citigroup’s Heritage Global HGBL Stock Holding History

Citigroup’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,155
Closed -$5.65K – 5957
2026
Q1 		$5.65K Sell
4,155
-5,738
-58% -$7.58K ﹤0.01% 5231
2025
Q4 		$12.3K Buy
+9,893
New +$13.7K ﹤0.01% 4999

Other funds holding HGBL

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM

Citigroup's HGBL Position: Q2 2026 in Review

Citigroup sold out of Heritage Global (HGBL) in Q2 2026, closing a stake of 4,155 shares — an estimated $5.65K sold.

Citigroup first reported a position in HGBL in Q4 2025 and held it in 2 quarters. The position peaked at $12.3K in Q4 2025. 36 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Citigroup reported no remaining Heritage Global position as of Q2 2026 after selling out during the quarter.
  • Citigroup sold 4,155 Heritage Global shares in Q2 2026, an estimated $5.65K.
  • Citigroup first reported a position in Heritage Global in Q4 2025 and held it in 2 quarters.
  • Citigroup's Heritage Global position peaked at $12.3K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

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