Ethos Capital Management
C icon

Ethos Capital Management’s Citigroup C Stock Holding History

Ethos Capital 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 		$2.66M Buy
20,547
+1,581
+8% +$213K 1.77% 17
2026
Q2 		$2.65M Buy
18,966
+2,385
+14% +$310K 1.89% 13
2026
Q1 		$1.88M Buy
16,581
+2,520
+18% +$287K 1.61% 16
2025
Q4 		$1.64M Buy
+14,061
New +$1.46M 1.55% 20

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Ethos Capital Management's C Position: Q3 2026 in Review

Ethos Capital Management increased its Citigroup (C) stake by 8.3% in Q3 2026, buying an estimated $213K and bringing the position to 20,547 shares worth $2.66M. The position accounts for 1.77% of the portfolio, ranked #17.

Ethos Capital Management first reported a position in C in Q4 2025 and has held it in 4 quarters since. 1,332 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Ethos Capital Management held 20,547 shares of Citigroup worth $2.66M as of Q3 2026.
  • Ethos Capital Management bought 1,581 Citigroup shares in Q3 2026, an estimated $213K.
  • Citigroup made up 1.77% of Ethos Capital Management's portfolio in Q3 2026, its #17 holding.
  • Ethos Capital Management first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.