Cresset Asset Management’s Citigroup C Stock Holding History

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

Cresset Asset Management's C Position: Q2 2026 in Review

Cresset Asset Management increased its Citigroup (C) stake by 34% in Q2 2026, buying an estimated $1.83M and bringing the position to 54,757 shares worth $7.66M. The position accounts for 0.03% of the portfolio, ranked #340.

Cresset Asset Management first reported a position in C in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.4M in Q2 2023. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cresset Asset Management held 54,757 shares of Citigroup worth $7.66M as of Q2 2026.
  • Cresset Asset Management bought 14,024 Citigroup shares in Q2 2026, an estimated $1.83M.
  • Citigroup made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #340 holding.
  • Cresset Asset Management first reported a position in Citigroup in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Citigroup position peaked at $14.4M in Q2 2023.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.