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 Q3	$446K	Sell	3,444 -5,087	-60%	-$685K	0.2%	106
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Grant Private Wealth Management's C Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Citigroup (C) stake by 60% in Q3 2026, selling an estimated $685K and leaving 3,444 shares worth $446K. The position accounts for 0.2% of the portfolio, ranked #106.

Grant Private Wealth Management first reported a position in C in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.69M in Q2 2025. 1,616 funds tracked by Wall St. Rank hold C as of Q3 2026.

Grant Private Wealth Management held 3,444 shares of Citigroup worth $446K as of Q3 2026.
Grant Private Wealth Management sold 5,087 Citigroup shares in Q3 2026, an estimated $685K.
Citigroup made up 0.2% of Grant Private Wealth Management's portfolio in Q3 2026, its #106 holding.
Grant Private Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 7 quarters since.
Grant Private Wealth Management's Citigroup position peaked at $6.69M in Q2 2025.
1,616 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.