Edgestream Partners’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.85M | Sell |
13,224
-1,541
| -10% | -$201K | 0.06% | 543 |
|
|
2026
Q1 | $1.67M | Sell |
14,765
-36,524
| -71% | -$4.16M | 0.05% | 539 |
|
|
2025
Q4 | $5.98M | Sell |
51,289
-4,989
| -9% | -$518K | 0.17% | 193 |
|
|
2025
Q3 | $5.71M | Sell |
56,278
-71,365
| -56% | -$6.77M | 0.17% | 213 |
|
|
2025
Q2 | $10.9M | Buy |
127,643
+59,371
| +87% | +$4.29M | 0.3% | 54 |
|
|
2025
Q1 | $4.85M | Buy |
68,272
+19,643
| +40% | +$1.5M | 0.16% | 228 |
|
|
2024
Q4 | $3.42M | Buy |
+48,629
| New | +$3.28M | 0.15% | 273 |
|
|
2024
Q3 | – | Sell |
-12,514
| Closed | -$794K | – | 856 |
|
|
2024
Q2 | $794K | Sell |
12,514
-30,427
| -71% | -$1.88M | 0.04% | 576 |
|
|
2024
Q1 | $2.72M | Buy |
42,941
+15,312
| +55% | +$852K | 0.14% | 256 |
|
|
2023
Q4 | $1.42M | Buy |
27,629
+6,736
| +32% | +$298K | 0.1% | 333 |
|
|
2023
Q3 | $859K | Buy |
+20,893
| New | +$917K | 0.07% | 445 |
|
|
2023
Q1 | – | Sell |
-47,201
| Closed | -$2.13M | – | 556 |
|
|
2022
Q4 | $2.13M | Buy |
+47,201
| New | +$2.14M | 0.24% | 138 |
|
|
2022
Q2 | – | Sell |
-7,876
| Closed | -$421K | – | 518 |
|
|
2022
Q1 | $421K | Sell |
7,876
-1,302
| -14% | -$80.4K | 0.03% | 446 |
|
|
2021
Q4 | $554K | Buy |
9,178
+6,283
| +217% | +$418K | 0.03% | 379 |
|
|
2021
Q3 | $203K | Buy |
+2,895
| New | +$202K | 0.01% | 472 |
|
|
2021
Q2 | – | Sell |
-12,746
| Closed | -$927K | – | 444 |
|
|
2021
Q1 | $927K | Buy |
12,746
+8,145
| +177% | +$544K | 0.05% | 302 |
|
|
2020
Q4 | $284K | Sell |
4,601
-372,993
| -99% | -$19M | 0.01% | 341 |
|
|
2020
Q3 | $16.3M | Buy |
377,594
+353,195
| +1,448% | +$17.6M | 1.05% | 18 |
|
|
2020
Q2 | $1.25M | Buy |
24,399
+19,474
| +395% | +$924K | 0.07% | 230 |
|
|
2020
Q1 | $207K | Buy |
+4,925
| New | +$331K | 0.02% | 287 |
|
|
2019
Q4 | – | Sell |
-25,888
| Closed | -$1.79M | – | 317 |
|
|
2019
Q3 | $1.79M | Buy |
+25,888
| New | +$1.76M | 0.17% | 142 |
|
|
2018
Q4 | – | Sell |
-5,656
| Closed | -$406K | – | 231 |
|
|
2018
Q3 | $406K | Buy |
+5,656
| New | +$400K | 0.07% | 199 |
|
|
2018
Q2 | – | Sell |
-2,962
| Closed | -$200K | – | 262 |
|
|
2018
Q1 | $200K | Buy |
+2,962
| New | +$223K | 0.04% | 242 |
|
Other funds holding C
Edgestream Partners's C Position: Q2 2026 in Review
Edgestream Partners reduced its Citigroup (C) stake by 10% in Q2 2026, selling an estimated $201K and leaving 13,224 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #543.
Edgestream Partners first reported a position in C in Q1 2018 and has held it in 23 quarters since. The position peaked at $16.3M in Q3 2020. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Edgestream Partners held 13,224 shares of Citigroup worth $1.85M as of Q2 2026.
- Edgestream Partners sold 1,541 Citigroup shares in Q2 2026, an estimated $201K.
- Citigroup made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #543 holding.
- Edgestream Partners first reported a position in Citigroup in Q1 2018 and has held it in 23 quarters since.
- Edgestream Partners's Citigroup position peaked at $16.3M in Q3 2020.
- 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.