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Cypress Wealth Services’s Citigroup C Stock Holding History

Cypress Wealth Services’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 		$468K Buy
3,343
+20
+0.6% +$2.6K 0.06% 251
2026
Q1 		$377K Buy
3,323
+66
+2% +$7.52K 0.05% 264
2025
Q4 		$380K Buy
3,257
+915
+39% +$95K 0.05% 249
2025
Q3 		$238K Buy
+2,342
New +$222K 0.04% 297
2020
Q1 		– Sell
-3,693
Closed -$295K – 251
2019
Q4 		$295K Buy
3,693
+15
+0.4% +$1.11K 0.07% 193
2019
Q3 		$254K Buy
3,678
+18
+0.5% +$1.22K 0.07% 202
2019
Q2 		$256K Sell
3,660
-39
-1% -$2.61K 0.07% 208
2019
Q1 		$230K Buy
+3,699
New +$230K 0.07% 217
2018
Q4 		– Sell
-2,914
Closed -$209K – 227
2018
Q3 		$209K Buy
+2,914
New +$206K 0.07% 207

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Cypress Wealth Services's C Position: Q2 2026 in Review

Cypress Wealth Services increased its Citigroup (C) stake by 0.6% in Q2 2026, buying an estimated $2.6K and bringing the position to 3,343 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #251.

Cypress Wealth Services first reported a position in C in Q3 2018 and has held it in 9 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cypress Wealth Services held 3,343 shares of Citigroup worth $468K as of Q2 2026.
  • Cypress Wealth Services bought 20 Citigroup shares in Q2 2026, an estimated $2.6K.
  • Citigroup made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #251 holding.
  • Cypress Wealth Services first reported a position in Citigroup in Q3 2018 and has held it in 9 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.