HWP
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Highline Wealth Partners’s Citigroup C Stock Holding History

Highline Wealth Partners’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 		$77.4K Buy
553
+117
+27% +$15.2K 0.02% 194
2026
Q1 		$49.4K Buy
436
+13
+3% +$1.48K 0.01% 178
2025
Q4 		$49.4K Buy
423
+5
+1% +$519 0.01% 140
2025
Q3 		$42.4K Buy
418
+109
+35% +$10.3K 0.01% 168
2025
Q2 		$26.3K Sell
309
-5
-2% -$361 0.01% 186
2025
Q1 		$22.3K Buy
314
+140
+80% +$10.7K 0.01% 196
2024
Q4 		$12.2K Buy
174
+32
+23% +$2.16K ﹤0.01% 222
2024
Q3 		$8.89K Buy
142
+89
+168% +$5.5K ﹤0.01% 274
2024
Q2 		$3.36K Buy
+53
New +$3.27K ﹤0.01% 326
2024
Q1 		– Sell
-3
Closed -$160 – 433
2023
Q4 		$160 Sell
3
-18,000
-100% -$797K ﹤0.01% 402
2023
Q3 		$740K Hold
18,003
– – 0.46% 49
2023
Q2 		$829K Hold
18,003
– – 0.52% 50
2023
Q1 		$844K Buy
18,003
+2,343
+15% +$115K 0.58% 49
2022
Q4 		$708K Hold
15,660
– – 0.52% 54
2022
Q3 		$653K Buy
+15,660
New +$774K 0.53% 47

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

Highline Wealth Partners's C Position: Q2 2026 in Review

Highline Wealth Partners increased its Citigroup (C) stake by 27% in Q2 2026, buying an estimated $15.2K and bringing the position to 553 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Highline Wealth Partners first reported a position in C in Q3 2022 and has held it in 15 quarters since. The position peaked at $844K in Q1 2023. 494 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Highline Wealth Partners held 553 shares of Citigroup worth $77.4K as of Q2 2026.
  • Highline Wealth Partners bought 117 Citigroup shares in Q2 2026, an estimated $15.2K.
  • Citigroup made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • Highline Wealth Partners first reported a position in Citigroup in Q3 2022 and has held it in 15 quarters since.
  • Highline Wealth Partners's Citigroup position peaked at $844K in Q1 2023.
  • 494 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.