Edmond de Rothschild Holding’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
$15M Buy
107,076
+16,586
+18% +$2.16M 0.2% 103
2026
Q1
$10.3M Sell
90,490
-2,653
-3% -$302K 0.15% 130
2025
Q4
$10.9M Sell
93,143
-11,275
-11% -$1.17M 0.15% 124
2025
Q3
$10.6M Sell
104,418
-200,564
-66% -$19M 0.16% 119
2025
Q2
$26M Sell
304,982
-20,956
-6% -$1.51M 0.41% 63
2025
Q1
$23.1M Sell
325,938
-161,451
-33% -$12.3M 0.41% 70
2024
Q4
$34.3M Sell
487,389
-129,013
-21% -$8.7M 0.59% 40
2024
Q3
$38.6M Sell
616,402
-61,565
-9% -$3.81M 0.62% 40
2024
Q2
$43M Sell
677,967
-209,430
-24% -$12.9M 0.73% 33
2024
Q1
$56.1M Sell
887,397
-136,120
-13% -$7.57M 0.94% 25
2023
Q4
$52.6M Sell
1,023,517
-90,362
-8% -$4M 0.94% 30
2023
Q3
$45.8M Buy
1,113,879
+17,730
+2% +$778K 0.92% 28
2023
Q2
$50.5M Sell
1,096,149
-44,300
-4% -$2.07M 1% 27
2023
Q1
$53.5M Sell
1,140,449
-190,815
-14% -$9.36M 1.22% 21
2022
Q4
$60.2M Sell
1,331,264
-33,504
-2% -$1.52M 1.4% 9
2022
Q3
$56.9M Buy
1,364,768
+185,432
+16% +$9.16M 1.5% 9
2022
Q2
$54.2M Buy
1,179,336
+124,704
+12% +$6.24M 1.31% 12
2022
Q1
$56.3M Buy
1,054,632
+149,381
+17% +$9.23M 1.22% 18
2021
Q4
$54.7M Buy
905,251
+56,896
+7% +$3.78M 1.18% 15
2021
Q3
$59.5M Sell
848,355
-25,999
-3% -$1.82M 1.38% 11
2021
Q2
$61.9M Buy
874,354
+201,719
+30% +$14.9M 1.43% 9
2021
Q1
$48.9M Buy
672,635
+123,776
+23% +$8.26M 1.34% 11
2020
Q4
$33.8M Buy
548,859
+60
+0% +$3.05K 1.14% 16
2020
Q3
$23.7M Sell
548,799
-29,986
-5% -$1.49M 0.94% 27
2020
Q2
$29.6M Sell
578,785
-27,611
-5% -$1.31M 1.22% 16
2020
Q1
$25.5M Buy
606,396
+136,016
+29% +$9.13M 1.34% 17
2019
Q4
$37.6M Sell
470,380
-111,051
-19% -$8.21M 1.48% 14
2019
Q3
$40.2M Sell
581,431
-87,255
-13% -$5.94M 1.61% 15
2019
Q2
$46.8M Sell
668,686
-302,530
-31% -$20.2M 1.76% 14
2019
Q1
$60.4M Sell
971,216
-226,520
-19% -$14.1M 2.09% 7
2018
Q4
$62.4M Sell
1,197,736
-16,183
-1% -$1.02M 2.19% 9
2018
Q3
$87.1M Buy
1,213,919
+73,308
+6% +$5.18M 2.48% 4
2018
Q2
$76.3M Sell
1,140,611
-9,330
-0.8% -$642K 2.19% 5
2018
Q1
$77.6M Sell
1,149,941
-25,663
-2% -$1.93M 2.26% 4
2017
Q4
$87.5M Sell
1,175,604
-158,982
-12% -$11.8M 2.51% 4
2017
Q3
$97.1M Buy
1,334,586
+18,751
+1% +$1.28M 2.76% 4
2017
Q2
$88M Sell
1,315,835
-43,587
-3% -$2.67M 2.48% 6
2017
Q1
$81.3M Buy
1,359,422
+205,566
+18% +$12.2M 2.16% 6
2016
Q4
$68.6M Sell
1,153,856
-772,972
-40% -$41.7M 1.9% 8
2016
Q3
$91M Sell
1,926,828
-156,500
-8% -$7.12M 2.75% 2
2016
Q2
$88.3M Sell
2,083,328
-98,233
-5% -$4.34M 2.83% 1
2016
Q1
$91.1M Sell
2,181,561
-151,723
-7% -$6.34M 2.9% 1
2015
Q4
$121M Sell
2,333,284
-329,413
-12% -$17.5M 3.21% 1
2015
Q3
$132M Sell
2,662,697
-373,020
-12% -$20.4M 3.26% 2
2015
Q2
$168M Buy
+3,035,717
New +$165M 3.61% 1

Other funds holding C

Edmond de Rothschild Holding's C Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Citigroup (C) stake by 18% in Q2 2026, buying an estimated $2.16M and bringing the position to 107,076 shares worth $15M. The position accounts for 0.2% of the portfolio, ranked #103.

Edmond de Rothschild Holding first reported a position in C in Q2 2015 and has held it in 45 quarters since. The position peaked at $168M in Q2 2015. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Edmond de Rothschild Holding held 107,076 shares of Citigroup worth $15M as of Q2 2026.
  • Edmond de Rothschild Holding bought 16,586 Citigroup shares in Q2 2026, an estimated $2.16M.
  • Citigroup made up 0.2% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #103 holding.
  • Edmond de Rothschild Holding first reported a position in Citigroup in Q2 2015 and has held it in 45 quarters since.
  • Edmond de Rothschild Holding's Citigroup position peaked at $168M in Q2 2015.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.