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Empirical Wealth Management’s Citigroup C Stock Holding History

Empirical Wealth Management’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 		$3.37M Buy
24,112
+3,107
+15% +$404K 0.05% 205
2026
Q1 		$2.38M Sell
21,005
-3,423
-14% -$390K 0.04% 235
2025
Q4 		$2.85M Buy
24,428
+4,062
+20% +$422K 0.05% 204
2025
Q3 		$2.07M Buy
20,366
+303
+2% +$28.8K 0.04% 239
2025
Q2 		$1.71M Buy
20,063
+1,056
+6% +$76.3K 0.04% 251
2025
Q1 		$1.35M Sell
19,007
-2,871
-13% -$219K 0.03% 262
2024
Q4 		$1.54M Buy
21,878
+5,087
+30% +$343K 0.04% 226
2024
Q3 		$1.05M Buy
16,791
+6,311
+60% +$390K 0.03% 261
2024
Q2 		$665K Buy
10,480
+2,829
+37% +$174K 0.02% 306
2024
Q1 		$484K Buy
7,651
+1,255
+20% +$69.8K 0.01% 353
2023
Q4 		$329K Buy
6,396
+1,319
+26% +$58.4K 0.01% 381
2023
Q3 		$209K Buy
+5,077
New +$223K 0.01% 440
2021
Q4 		– Sell
-6,020
Closed -$422K – 519
2021
Q3 		$422K Buy
+6,020
New +$421K 0.02% 332
2020
Q1 		– Sell
-2,945
Closed -$235K – 328
2019
Q4 		$235K Buy
+2,945
New +$218K 0.03% 291
2019
Q2 		– Sell
-3,659
Closed -$228K – 268
2019
Q1 		$228K Buy
+3,659
New +$227K 0.03% 217

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Empirical Wealth Management's C Position: Q2 2026 in Review

Empirical Wealth Management increased its Citigroup (C) stake by 15% in Q2 2026, buying an estimated $404K and bringing the position to 24,112 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #205.

Empirical Wealth Management first reported a position in C in Q1 2019 and has held it in 15 quarters since. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Empirical Wealth Management held 24,112 shares of Citigroup worth $3.37M as of Q2 2026.
  • Empirical Wealth Management bought 3,107 Citigroup shares in Q2 2026, an estimated $404K.
  • Citigroup made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Empirical Wealth Management first reported a position in Citigroup in Q1 2019 and has held it in 15 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.