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Curated Wealth Partners’s Citigroup C Stock Holding History

Curated Wealth Partners’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 		$471K Buy
3,368
+804
+31% +$105K 0.05% 112
2026
Q1 		$291K Sell
2,564
-1,860
-42% -$212K 0.04% 163
2025
Q4 		$516K Buy
+4,424
New +$459K 0.06% 118

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curated Wealth Partners's C Position: Q2 2026 in Review

Curated Wealth Partners increased its Citigroup (C) stake by 31% in Q2 2026, buying an estimated $105K and bringing the position to 3,368 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #112.

Curated Wealth Partners first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $516K in Q4 2025. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Curated Wealth Partners held 3,368 shares of Citigroup worth $471K as of Q2 2026.
  • Curated Wealth Partners bought 804 Citigroup shares in Q2 2026, an estimated $105K.
  • Citigroup made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Curated Wealth Partners first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's Citigroup position peaked at $516K in Q4 2025.
  • 2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.