Curated Wealth Partners
C icon

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
Q3 		$1.71M Buy
13,172
+9,804
+291% +$1.32M 0.14% 62
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Curated Wealth Partners's C Position: Q3 2026 in Review

Curated Wealth Partners increased its Citigroup (C) stake by 291% in Q3 2026, buying an estimated $1.32M and bringing the position to 13,172 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #62.

Curated Wealth Partners first reported a position in C in Q4 2025 and has held it in 4 quarters since. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Curated Wealth Partners held 13,172 shares of Citigroup worth $1.71M as of Q3 2026.
  • Curated Wealth Partners bought 9,804 Citigroup shares in Q3 2026, an estimated $1.32M.
  • Citigroup made up 0.14% of Curated Wealth Partners's portfolio in Q3 2026, its #62 holding.
  • Curated Wealth Partners first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.