Crown Wealth Group
C icon

Crown Wealth Group’s Citigroup C Stock Holding History

Crown Wealth 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
Q3 		$257K Sell
1,987
-179
-8% -$24.1K 0.06% 118
2026
Q2 		$303K Buy
2,166
+1
+0% +$130 0.08% 112
2026
Q1 		$246K Sell
2,165
-65
-3% -$7.4K 0.07% 122
2025
Q4 		$260K Buy
+2,230
New +$232K 0.07% 108

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Crown Wealth Group's C Position: Q3 2026 in Review

Crown Wealth Group reduced its Citigroup (C) stake by 8.3% in Q3 2026, selling an estimated $24.1K and leaving 1,987 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #118.

Crown Wealth Group first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $303K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Crown Wealth Group held 1,987 shares of Citigroup worth $257K as of Q3 2026.
  • Crown Wealth Group sold 179 Citigroup shares in Q3 2026, an estimated $24.1K.
  • Citigroup made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #118 holding.
  • Crown Wealth Group first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's Citigroup position peaked at $303K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.