GI
C icon

Gradient Investments’s Citigroup C Stock Holding History

Gradient Investments’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 		$20.9M Sell
149,497
-2,228
-1% -$290K 0.29% 106
2026
Q1 		$17.2M Sell
151,725
-3,698
-2% -$421K 0.27% 112
2025
Q4 		$18.1M Buy
155,423
+132,035
+565% +$13.7M 0.29% 109
2025
Q3 		$2.37M Sell
23,388
-4,806
-17% -$456K 0.04% 183
2025
Q2 		$2.4M Buy
28,194
+23,589
+512% +$1.71M 0.04% 177
2025
Q1 		$327K Sell
4,605
-926
-17% -$70.6K 0.01% 273
2024
Q4 		$389K Buy
5,531
+35
+0.6% +$2.36K 0.01% 251
2024
Q3 		$344K Sell
5,496
-813
-13% -$50.3K 0.01% 252
2024
Q2 		$400K Buy
6,309
+848
+16% +$52.3K 0.01% 258
2024
Q1 		$345K Sell
5,461
-778
-12% -$43.3K 0.01% 247
2023
Q4 		$321K Sell
6,239
-118
-2% -$5.22K 0.01% 296
2023
Q3 		$261K Buy
6,357
+103
+2% +$4.52K 0.01% 293
2023
Q2 		$288K Buy
6,254
+1,991
+47% +$93.3K 0.01% 293
2023
Q1 		$200K Buy
4,263
+129
+3% +$6.33K 0.01% 293
2022
Q4 		$187K Sell
4,134
-267
-6% -$12.1K 0.01% 304
2022
Q3 		$183K Sell
4,401
-110
-2% -$5.43K 0.01% 293
2022
Q2 		$207K Sell
4,511
-313
-6% -$15.7K 0.01% 285
2022
Q1 		$258K Buy
4,824
+2,931
+155% +$181K 0.01% 268
2021
Q4 		$114K Buy
1,893
+891
+89% +$59.2K ﹤0.01% 350
2021
Q3 		$70K Sell
1,002
-261
-21% -$18.2K ﹤0.01% 425
2021
Q2 		$89K Sell
1,263
-147
-10% -$10.9K ﹤0.01% 381
2021
Q1 		$103K Sell
1,410
-183,261
-99% -$12.2M ﹤0.01% 358
2020
Q4 		$7.96M Sell
184,671
-2,392
-1% -$122K 0.34% 86
2020
Q3 		$8.06M Sell
187,063
-85,217
-31% -$4.25M 0.34% 86
2020
Q2 		$13.9M Buy
272,280
+80,217
+42% +$3.81M 0.63% 32
2020
Q1 		$8.09M Buy
192,063
+29,721
+18% +$2M 0.44% 63
2019
Q4 		$13M Buy
162,342
+326
+0.2% +$24.1K 0.58% 37
2019
Q3 		$11.2M Buy
162,016
+6,766
+4% +$460K 0.55% 41
2019
Q2 		$10.9M Buy
155,250
+31,679
+26% +$2.12M 0.56% 32
2019
Q1 		$7.69M Sell
123,571
-15,697
-11% -$975K 0.5% 55
2018
Q4 		$7.25M Buy
139,268
+1,366
+1% +$86.5K 0.44% 67
2018
Q3 		$9.89M Buy
137,902
+6,314
+5% +$446K 0.51% 37
2018
Q2 		$8.81M Buy
131,588
+130,928
+19,838% +$9.01M 0.47% 47
2018
Q1 		$45K Sell
660
-45
-6% -$3.38K ﹤0.01% 351
2017
Q4 		$52K Buy
+705
New +$52.1K ﹤0.01% 346
2017
Q3 		– Sell
-537
Closed -$36K – 288
2017
Q2 		$36K Sell
537
-76
-12% -$4.66K ﹤0.01% 338
2017
Q1 		$37K Buy
613
+141
+30% +$8.34K ﹤0.01% 335
2016
Q4 		$28K Buy
472
+78
+20% +$4.21K ﹤0.01% 322
2016
Q3 		$19K Buy
394
+164
+71% +$7.46K ﹤0.01% 356
2016
Q2 		$10K Sell
230
-112
-33% -$4.95K ﹤0.01% 425
2016
Q1 		$14K Buy
342
+133
+64% +$5.56K ﹤0.01% 395
2015
Q4 		$11K Buy
209
+3
+1% +$159 ﹤0.01% 386
2015
Q3 		$10K Sell
206
-8
-4% -$437 ﹤0.01% 378
2015
Q2 		$12K Sell
214
-214
-50% -$11.6K ﹤0.01% 364
2015
Q1 		$22K Buy
428
+28
+7% +$1.43K ﹤0.01% 317
2014
Q4 		$22K Buy
400
+200
+100% +$10.6K ﹤0.01% 296
2014
Q3 		$10K Sell
200
-100
-33% -$5.03K ﹤0.01% 327
2014
Q2 		$14K Buy
300
+244
+436% +$11.6K ﹤0.01% 319
2014
Q1 		$3K Sell
56
-21
-27% -$1.05K ﹤0.01% 421
2013
Q4 		$4K Sell
77
-185
-71% -$9.36K ﹤0.01% 449
2013
Q3 		$13K Buy
262
+65
+33% +$3.29K ﹤0.01% 266
2013
Q2 		$9K Buy
+197
New +$9.47K ﹤0.01% 275

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Gradient Investments's C Position: Q2 2026 in Review

Gradient Investments reduced its Citigroup (C) stake by 1.5% in Q2 2026, selling an estimated $290K and leaving 149,497 shares worth $20.9M. The position accounts for 0.29% of the portfolio, ranked #106.

Gradient Investments first reported a position in C in Q2 2013 and has held it in 52 quarters since. 473 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gradient Investments held 149,497 shares of Citigroup worth $20.9M as of Q2 2026.
  • Gradient Investments sold 2,228 Citigroup shares in Q2 2026, an estimated $290K.
  • Citigroup made up 0.29% of Gradient Investments's portfolio in Q2 2026, its #106 holding.
  • Gradient Investments first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
  • 473 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.