Citigroup
SER icon

Citigroup’s Serina Therapeutics SER Stock Holding History

Citigroup’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.5K Buy
+5,230
New +$12.1K ﹤0.01% 5174
2025
Q4 		– Sell
-2,323
Closed -$12.5K – 6556
2025
Q3 		$12.5K Buy
+2,323
New +$12.4K ﹤0.01% 4953
2024
Q2 		– Sell
-656
Closed -$8.83K – 5811
2024
Q1 		$8.83K Buy
+656
New +$9.18K ﹤0.01% 5230
2022
Q2 		– Sell
-73
Closed -$2K – 6739
2022
Q1 		$2K Buy
+73
New +$2.08K ﹤0.01% 6102
2021
Q3 		– Sell
-2
Closed – – 6367
2021
Q2 		$0 Hold
2
– – ﹤0.01% 6446
2021
Q1 		$0 Hold
2
– – ﹤0.01% 7570
2020
Q4 		$0 Hold
2
– – ﹤0.01% 7665
2020
Q3 		$0 Hold
2
– – ﹤0.01% 7633
2020
Q2 		$0 Sell
2
-173
-99% -$5.09K ﹤0.01% 7704
2020
Q1 		$6K Buy
175
+50
+40% +$2.35K ﹤0.01% 7242
2019
Q4 		$8K Buy
125
+79
+172% +$4.27K ﹤0.01% 7284
2019
Q3 		$3K Sell
46
-136
-75% -$12.9K ﹤0.01% 7491
2019
Q2 		$23K Buy
182
+105
+136% +$14.2K ﹤0.01% 7021
2019
Q1 		$11K Sell
77
-19
-20% -$2.78K ﹤0.01% 7232
2018
Q4 		$10K Buy
+96
New +$12.2K ﹤0.01% 7164

Other funds holding SER

Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Piscataqua Savings Bank
Piscataqua Savings Bank Portsmouth, New Hampshire $146M AUM 24.42% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Pacifica Partners
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup's SER Position: Q3 2026 in Review

Citigroup opened a new position in Serina Therapeutics (SER) in Q3 2026: 5,230 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #5174 among its holdings. This is a return to the name: Citigroup previously reported a position in SER as recently as Q3 2025.

Citigroup first reported a position in SER in Q4 2018 and has held it in 15 quarters since. The position peaked at $23K in Q2 2019. 15 funds tracked by Wall St. Rank hold SER as of Q3 2026.

  • Citigroup held 5,230 shares of Serina Therapeutics worth $10.5K as of Q3 2026.
  • Serina Therapeutics was a new Citigroup position in Q3 2026.
  • Serina Therapeutics made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #5174 holding.
  • Citigroup first reported a position in Serina Therapeutics in Q4 2018 and has held it in 15 quarters since.
  • Citigroup's Serina Therapeutics position peaked at $23K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2026.

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