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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 		$4.26M Buy
1,164,726
+1,162,162
+45,326% +$151M 0.55% 29
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Curated Wealth Partners increased its Citigroup (C) stake by 45,326% in Q2 2026, buying an estimated $151M and bringing the position to 1,164,726 shares worth $4.26M. The position accounts for 0.55% of the portfolio, ranked #29.

Curated Wealth Partners first reported a position in C in Q4 2025 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Curated Wealth Partners held 1,164,726 shares of Citigroup worth $4.26M as of Q2 2026.
  • Curated Wealth Partners bought 1,162,162 Citigroup shares in Q2 2026, an estimated $151M.
  • Citigroup made up 0.55% of Curated Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Curated Wealth Partners first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 881 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.