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Drucker Wealth 3.0’s Citigroup C Stock Holding History

Drucker Wealth 3.0’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 		$353K Buy
2,524
+423
+20% +$55.1K 0.06% 208
2026
Q1 		$238K Buy
2,101
+73
+4% +$8.31K 0.04% 234
2025
Q4 		$237K Buy
+2,028
New +$211K 0.04% 236

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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Drucker Wealth 3.0's C Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Citigroup (C) stake by 20% in Q2 2026, buying an estimated $55.1K and bringing the position to 2,524 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #208.

Drucker Wealth 3.0 first reported a position in C in Q4 2025 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Drucker Wealth 3.0 held 2,524 shares of Citigroup worth $353K as of Q2 2026.
  • Drucker Wealth 3.0 bought 423 Citigroup shares in Q2 2026, an estimated $55.1K.
  • Citigroup made up 0.06% of Drucker Wealth 3.0's portfolio in Q2 2026, its #208 holding.
  • Drucker Wealth 3.0 first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.