Commonwealth Financial Services’s Citigroup C Stock Holding History

Commonwealth Financial Services’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 Q3	$293K	Sell	2,263 -14	-0.6%	-$1.88K	0.05%	183
2026 Q2	$319K	Buy	2,277 +71	+3%	+$9.24K	0.04%	202
2026 Q1	$250K	Buy	2,206 +456	+26%	+$51.9K	0.04%	210
2025 Q4	$204K	Buy	+1,750	New	+$182K	0.03%	221
2017 Q1	$44K	Hold	735	–	–	0.05%	106
2016 Q4	$41K	Hold	735	–	–	0.04%	100
2016 Q3	$35K	Hold	735	–	–	0.03%	97
2016 Q2	$31K	Hold	735	–	–	0.04%	106
2016 Q1	$31K	Hold	735	–	–	0.05%	96
2015 Q4	$38K	Hold	735	–	–	0.13%	79
2015 Q3	$36K	Sell	735 -2	-0.3%	-$109	0.04%	89
2015 Q2	$41K	Hold	737	–	–	0.04%	96
2015 Q1	$38K	Hold	737	–	–	0.03%	99
2014 Q4	$40K	Buy	+737	New	+$39.1K	0.04%	92

Other funds holding C

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Financial Services's C Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Citigroup (C) stake by 0.61% in Q3 2026, selling an estimated $1.88K and leaving 2,263 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #183.

Commonwealth Financial Services first reported a position in C in Q4 2014 and has held it in 14 quarters since. The position peaked at $319K in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

Commonwealth Financial Services held 2,263 shares of Citigroup worth $293K as of Q3 2026.
Commonwealth Financial Services sold 14 Citigroup shares in Q3 2026, an estimated $1.88K.
Citigroup made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #183 holding.
Commonwealth Financial Services first reported a position in Citigroup in Q4 2014 and has held it in 14 quarters since.
Commonwealth Financial Services's Citigroup position peaked at $319K in Q2 2026.
745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.