Empirical Wealth Management
C icon

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
Q3 		$4M Buy
30,930
+6,818
+28% +$918K 0.05% 187
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Empirical Wealth Management's C Position: Q3 2026 in Review

Empirical Wealth Management increased its Citigroup (C) stake by 28% in Q3 2026, buying an estimated $918K and bringing the position to 30,930 shares worth $4M. The position accounts for 0.05% of the portfolio, ranked #187.

Empirical Wealth Management first reported a position in C in Q1 2019 and has held it in 16 quarters since. 1,666 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Empirical Wealth Management held 30,930 shares of Citigroup worth $4M as of Q3 2026.
  • Empirical Wealth Management bought 6,818 Citigroup shares in Q3 2026, an estimated $918K.
  • Citigroup made up 0.05% of Empirical Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Empirical Wealth Management first reported a position in Citigroup in Q1 2019 and has held it in 16 quarters since.
  • 1,666 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.