CAM
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Cresset Asset Management’s Citigroup C Stock Holding History

Cresset Asset 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
2020
Q4 		– Sell
-600
Closed -$8.45M – 779
2020
Q3 		$8.45M Buy
+600
New +$29.9K 0.16% 63

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's C Position: Q1 2026 in Review

Cresset Asset Management increased its Citigroup (C) stake by 7.8% in Q1 2026, buying an estimated $337K and bringing the position to 40,733 shares worth $4.62M. The position accounts for 0.02% of the portfolio, ranked #386.

Cresset Asset Management first reported a position in C in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.4M in Q2 2023. 2,459 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Cresset Asset Management held 40,733 shares of Citigroup worth $4.62M as of Q1 2026.
  • Cresset Asset Management bought 2,957 Citigroup shares in Q1 2026, an estimated $337K.
  • Citigroup made up 0.02% of Cresset Asset Management's portfolio in Q1 2026, its #386 holding.
  • Cresset Asset Management first reported a position in Citigroup in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Citigroup position peaked at $14.4M in Q2 2023.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.