Hohimer Wealth Management
C icon

Hohimer Wealth Management’s Citigroup C Stock Holding History

Hohimer 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 		$3.88M Sell
30,005
-997
-3% -$134K 0.38% 85
2026
Q2 		$4.34M Buy
31,002
+612
+2% +$79.7K 0.43% 61
2026
Q1 		$3.45M Buy
+30,390
New +$3.46M 0.41% 78
2025
Q1 		– Sell
-68,355
Closed -$4.81M – 262
2024
Q4 		$4.81M Buy
68,355
+407
+0.6% +$27.4K 0.91% 29
2024
Q3 		$4.25M Buy
67,948
+67
+0.1% +$4.14K 0.91% 38
2024
Q2 		$4.31M Buy
+67,881
New +$4.19M 1% 25
2022
Q1 		– Sell
-67,986
Closed -$4.11M – 217
2021
Q4 		$4.11M Sell
67,986
-9,735
-13% -$647K 0.86% 31
2021
Q3 		$5.45M Sell
77,721
-2,756
-3% -$193K 1.14% 19
2021
Q2 		$5.69M Sell
80,477
-22,593
-22% -$1.67M 1.17% 19
2021
Q1 		$7.5M Sell
103,070
-9,260
-8% -$618K 1.83% 7
2020
Q4 		$6.93M Sell
112,330
-567
-0.5% -$28.8K 1.84% 6
2020
Q3 		$4.84M Buy
112,897
+33,873
+43% +$1.69M 1.38% 11
2020
Q2 		$4.04M Buy
79,024
+5,263
+7% +$250K 1.39% 10
2020
Q1 		$3.43M Buy
73,761
+22,950
+45% +$1.54M 1.45% 9
2019
Q4 		$4.06M Buy
+50,811
New +$3.75M 1.41% 4

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hohimer Wealth Management's C Position: Q3 2026 in Review

Hohimer Wealth Management reduced its Citigroup (C) stake by 3.2% in Q3 2026, selling an estimated $134K and leaving 30,005 shares worth $3.88M. The position accounts for 0.38% of the portfolio, ranked #85.

Hohimer Wealth Management first reported a position in C in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.5M in Q1 2021. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Hohimer Wealth Management held 30,005 shares of Citigroup worth $3.88M as of Q3 2026.
  • Hohimer Wealth Management sold 997 Citigroup shares in Q3 2026, an estimated $134K.
  • Citigroup made up 0.38% of Hohimer Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Hohimer Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 15 quarters since.
  • Hohimer Wealth Management's Citigroup position peaked at $7.5M in Q1 2021.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.