Grant Private Wealth Management’s Citigroup C Stock Holding History

Grant Private 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	$1.19M	Buy	8,531 +1,918	+29%	+$250K	0.5%	37
2026 Q1	$750K	Buy	6,613 +1,129	+21%	+$129K	0.4%	55
2025 Q4	$640K	Buy	5,484 +1,131	+26%	+$117K	0.39%	53
2025 Q3	$442K	Sell	4,353 -74,241	-94%	-$7.04M	0.27%	78
2025 Q2	$6.69M	Buy	78,594 +75,164	+2,191%	+$5.43M	3.79%	6
2025 Q1	$244K	Buy	+3,430	New	+$262K	0.26%	105

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Grant Private Wealth Management's C Position: Q2 2026 in Review

Grant Private Wealth Management increased its Citigroup (C) stake by 29% in Q2 2026, buying an estimated $250K and bringing the position to 8,531 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #37.

Grant Private Wealth Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.69M in Q2 2025. 984 funds tracked by Wall St. Rank hold C as of Q2 2026.

Grant Private Wealth Management held 8,531 shares of Citigroup worth $1.19M as of Q2 2026.
Grant Private Wealth Management bought 1,918 Citigroup shares in Q2 2026, an estimated $250K.
Citigroup made up 0.5% of Grant Private Wealth Management's portfolio in Q2 2026, its #37 holding.
Grant Private Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
Grant Private Wealth Management's Citigroup position peaked at $6.69M in Q2 2025.
984 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.