CWG
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
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

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Crown Wealth Group's C Position: Q2 2026 in Review

Crown Wealth Group increased its Citigroup (C) stake by 0.05% in Q2 2026, buying an estimated $130 and bringing the position to 2,166 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #112.

Crown Wealth Group first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,108 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Crown Wealth Group held 2,166 shares of Citigroup worth $303K as of Q2 2026.
  • Crown Wealth Group bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Crown Wealth Group first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.