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Essential Partners’s Citigroup C Stock Holding History

Essential Partners’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 		$556K Buy
4,297
+80
+2% +$10.8K 0.25% 62
2026
Q2 		$590K Sell
4,217
-18,313
-81% -$2.38M 0.27% 65
2026
Q1 		$2.56M Buy
22,530
+46
+0.2% +$5.24K 0.86% 17
2025
Q4 		$2.62M Sell
22,484
-675
-3% -$70.1K 0.81% 19
2025
Q3 		$2.35M Buy
23,159
+1,295
+6% +$123K 0.78% 17
2025
Q2 		$1.86M Buy
+21,864
New +$1.58M 0.74% 20

Other funds holding C

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Essential Partners's C Position: Q3 2026 in Review

Essential Partners increased its Citigroup (C) stake by 1.9% in Q3 2026, buying an estimated $10.8K and bringing the position to 4,297 shares worth $556K. The position accounts for 0.25% of the portfolio, ranked #62.

Essential Partners first reported a position in C in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q4 2025. 389 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Essential Partners held 4,297 shares of Citigroup worth $556K as of Q3 2026.
  • Essential Partners bought 80 Citigroup shares in Q3 2026, an estimated $10.8K.
  • Citigroup made up 0.25% of Essential Partners's portfolio in Q3 2026, its #62 holding.
  • Essential Partners first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Citigroup position peaked at $2.62M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.