Citigroup’s Intelligent Protection Management Corp IPM Stock Holding History

Citigroup’s Portfolio IPM Stock Details IPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,497	Closed	-$2.6K	–	6368
2026 Q2	$2.6K	Buy	1,497 +1,496	+149,600%	+$2.72K	﹤0.01%	5363
2026 Q1	$2	Sell	1 -4,280	-100%	-$7.4K	﹤0.01%	5842
2025 Q4	$7.36K	Buy	4,281 +597	+16%	+$1.14K	﹤0.01%	5143
2025 Q3	$7.33K	Buy	3,684 +3,179	+630%	+$6.31K	﹤0.01%	5109
2025 Q2	$954	Buy	+505	New	+$970	﹤0.01%	5406
2024 Q3	–	Sell	-97	Closed	-$390	–	5830
2024 Q2	$390	Buy	+97	New	+$347	﹤0.01%	5410
2023 Q4	–	Sell	-51	Closed	-$92	–	5890
2023 Q3	$92	Buy	+51	New	+$98	﹤0.01%	5428

Other funds holding IPM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Citigroup's IPM Position: Q3 2026 in Review

Citigroup sold out of Intelligent Protection Management Corp (IPM) in Q3 2026, closing a stake of 1,497 shares — an estimated $2.6K sold.

Citigroup first reported a position in IPM in Q3 2023 and held it in 7 quarters. The position peaked at $7.36K in Q4 2025. 10 funds tracked by Wall St. Rank hold IPM as of Q3 2026.

Citigroup reported no remaining Intelligent Protection Management Corp position as of Q3 2026 after selling out during the quarter.
Citigroup sold 1,497 Intelligent Protection Management Corp shares in Q3 2026, an estimated $2.6K.
Citigroup first reported a position in Intelligent Protection Management Corp in Q3 2023 and held it in 7 quarters.
Citigroup's Intelligent Protection Management Corp position peaked at $7.36K in Q4 2025.
10 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q3 2026.

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