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Halbert Hargrove Global Advisors’s Citigroup C Stock Holding History

Halbert Hargrove Global Advisors’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 		$7.43K Buy
+53
New +$6.9K ﹤0.01% 326
2025
Q4 		– Sell
-57
Closed -$5.79K – 415
2025
Q3 		$5.79K Buy
+57
New +$5.41K ﹤0.01% 395
2025
Q2 		– Sell
-15
Closed -$1.04K – 360
2025
Q1 		$1.04K Buy
+15
New +$1.14K ﹤0.01% 443
2022
Q2 		– Sell
-4,077
Closed -$218K – 153
2022
Q1 		$218K Buy
4,077
+268
+7% +$16.6K 0.01% 152
2021
Q4 		$230K Sell
3,809
-375
-9% -$24.9K 0.01% 143
2021
Q3 		$294K Buy
4,184
+55
+1% +$3.85K 0.02% 103
2021
Q2 		$292K Buy
4,129
+225
+6% +$16.6K 0.02% 114
2021
Q1 		$284K Buy
3,904
+126
+3% +$8.41K 0.02% 97
2020
Q4 		$233K Buy
+3,778
New +$192K 0.02% 103
2020
Q1 		– Sell
-3,737
Closed -$298K – 84
2019
Q4 		$298K Sell
3,737
-351
-9% -$25.9K 0.08% 58
2019
Q3 		$282K Sell
4,088
-100
-2% -$6.8K 0.07% 62
2019
Q2 		$293K Buy
+4,188
New +$280K 0.08% 57
2019
Q1 		– Sell
-4,243
Closed -$221K – 45
2018
Q4 		$221K Sell
4,243
-308
-7% -$19.5K 0.05% 67
2018
Q3 		$326K Sell
4,551
-97
-2% -$6.86K 0.08% 49
2018
Q2 		$311K Buy
4,648
+54
+1% +$3.72K 0.08% 50
2018
Q1 		$310K Buy
4,594
+160
+4% +$12K 0.08% 48
2017
Q4 		$330K Sell
4,434
-118
-3% -$8.73K 0.09% 43
2017
Q3 		$331K Sell
4,552
-184
-4% -$12.6K 0.09% 39
2017
Q2 		$317K Buy
4,736
+74
+2% +$4.54K 0.08% 48
2017
Q1 		$279K Sell
4,662
-85
-2% -$5.03K 0.07% 61
2016
Q4 		$282K Buy
4,747
+316
+7% +$17K 0.08% 56
2016
Q3 		$209K Sell
4,431
-371
-8% -$16.9K 0.06% 65
2016
Q2 		$204K Buy
+4,802
New +$212K 0.06% 73
2016
Q1 		– Sell
-5,067
Closed -$262K – 80
2015
Q4 		$262K Sell
5,067
-462
-8% -$24.5K 0.11% 74
2015
Q3 		$274K Sell
5,529
-5,907
-52% -$323K 0.13% 64
2015
Q2 		$632K Sell
11,436
-40
-0.3% -$2.18K 0.15% 56
2015
Q1 		$591K Buy
11,476
+2,718
+31% +$138K 0.19% 68
2014
Q4 		$474K Buy
8,758
+3,421
+64% +$182K 0.24% 42
2014
Q3 		$277K Sell
5,337
-87
-2% -$4.37K 0.08% 104
2014
Q2 		$255K Sell
5,424
-74
-1% -$3.52K 0.08% 96
2014
Q1 		$262K Sell
5,498
-598
-10% -$29.8K 0.08% 96
2013
Q4 		$318K Sell
6,096
-576
-9% -$29.1K 0.1% 81
2013
Q3 		$324K Sell
6,672
-211
-3% -$10.7K 0.11% 70
2013
Q2 		$330K Buy
+6,883
New +$331K 0.12% 72

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Halbert Hargrove Global Advisors's C Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Citigroup (C) in Q2 2026: 53 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in C as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in C in Q2 2013 and has held it in 34 quarters since. The position peaked at $632K in Q2 2015. 1,177 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Halbert Hargrove Global Advisors held 53 shares of Citigroup worth $7.43K as of Q2 2026.
  • Citigroup was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Citigroup made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #326 holding.
  • Halbert Hargrove Global Advisors first reported a position in Citigroup in Q2 2013 and has held it in 34 quarters since.
  • Halbert Hargrove Global Advisors's Citigroup position peaked at $632K in Q2 2015.
  • 1,177 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.