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Clear Creek Financial Management’s Citigroup C Stock Holding History

Clear Creek Financial Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$718K Buy
5,133
+164
+3% +$21.3K 0.05% 329
2026
Q1 		$564K Buy
4,969
+207
+4% +$23.6K 0.04% 367
2025
Q4 		$556K Buy
+4,762
New +$495K 0.05% 357
2021
Q4 		– Sell
-3,544
Closed -$249K – 359
2021
Q3 		$249K Buy
3,544
+167
+5% +$11.7K 0.04% 265
2021
Q2 		$239K Buy
+3,377
New +$250K 0.04% 261

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clear Creek Financial Management's C Position: Q2 2026 in Review

Clear Creek Financial Management increased its Citigroup (C) stake by 3.3% in Q2 2026, buying an estimated $21.3K and bringing the position to 5,133 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #329.

Clear Creek Financial Management first reported a position in C in Q2 2021 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Clear Creek Financial Management held 5,133 shares of Citigroup worth $718K as of Q2 2026.
  • Clear Creek Financial Management bought 164 Citigroup shares in Q2 2026, an estimated $21.3K.
  • Citigroup made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #329 holding.
  • Clear Creek Financial Management first reported a position in Citigroup in Q2 2021 and has held it in 5 quarters since.
  • 914 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.