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Coastwise Capital Group’s Citigroup C Stock Holding History

Coastwise Capital Group’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 		$736K Sell
5,259
-11
-0.2% -$1.43K 0.43% 55
2026
Q1 		$598K Sell
5,270
-2,733
-34% -$311K 0.33% 61
2025
Q4 		$934K Sell
8,003
-769
-9% -$79.9K 0.47% 50
2025
Q3 		$890K Buy
8,772
+40
+0.5% +$3.8K 0.63% 42
2025
Q2 		$743K Sell
8,732
-4
-0% -$289 0.59% 46
2025
Q1 		$620K Sell
8,736
-3,364
-28% -$257K 0.52% 55
2024
Q4 		$852K Sell
12,100
-146
-1% -$9.84K 0.68% 40
2024
Q3 		$767K Sell
12,246
-137
-1% -$8.47K 0.63% 41
2024
Q2 		$786K Sell
12,383
-4,792
-28% -$295K 0.75% 33
2024
Q1 		$1.09M Buy
17,175
+563
+3% +$31.3K 1.01% 28
2023
Q4 		$854K Sell
16,612
-324
-2% -$14.3K 0.87% 33
2023
Q3 		$697K Buy
16,936
+2,811
+20% +$123K 0.8% 39
2023
Q2 		$650K Sell
14,125
-3,027
-18% -$142K 0.74% 39
2023
Q1 		$804K Buy
17,152
+402
+2% +$19.7K 0.92% 35
2022
Q4 		$758K Buy
16,750
+1,040
+7% +$47.2K 0.9% 30
2022
Q3 		$655K Buy
15,710
+413
+3% +$20.4K 1.03% 33
2022
Q2 		$704K Buy
15,297
+7,250
+90% +$363K 0.86% 32
2022
Q1 		$430K Buy
+8,047
New +$497K 0.53% 60

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Coastwise Capital Group's C Position: Q2 2026 in Review

Coastwise Capital Group reduced its Citigroup (C) stake by 0.21% in Q2 2026, selling an estimated $1.43K and leaving 5,259 shares worth $736K. The position accounts for 0.43% of the portfolio, ranked #55.

Coastwise Capital Group first reported a position in C in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09M in Q1 2024. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Coastwise Capital Group held 5,259 shares of Citigroup worth $736K as of Q2 2026.
  • Coastwise Capital Group sold 11 Citigroup shares in Q2 2026, an estimated $1.43K.
  • Citigroup made up 0.43% of Coastwise Capital Group's portfolio in Q2 2026, its #55 holding.
  • Coastwise Capital Group first reported a position in Citigroup in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Citigroup position peaked at $1.09M in Q1 2024.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.