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
Q3 		$21.9K Buy
+16,877
New +$20.7K ﹤0.01% 4966
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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Citigroup's HGBL Position: Q3 2026 in Review

Citigroup opened a new position in Heritage Global (HGBL) in Q3 2026: 16,877 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #4966 among its holdings. This is a return to the name: Citigroup previously reported a position in HGBL as recently as Q1 2026.

Citigroup first reported a position in HGBL in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold HGBL as of Q3 2026.

  • Citigroup held 16,877 shares of Heritage Global worth $21.9K as of Q3 2026.
  • Heritage Global was a new Citigroup position in Q3 2026.
  • Heritage Global made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #4966 holding.
  • Citigroup first reported a position in Heritage Global in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Heritage Global as of Q3 2026.

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