HPM
C icon

Hoxton Planning & Management’s Citigroup C Stock Holding History

Hoxton Planning & 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 		$258K Buy
1,840
+3
+0.2% +$391 0.07% 196
2026
Q1 		$208K Sell
1,837
-47
-2% -$5.35K 0.06% 213
2025
Q4 		$220K Sell
1,884
-166
-8% -$17.2K 0.07% 200
2025
Q3 		$208K Buy
+2,050
New +$195K 0.07% 208

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

Hoxton Planning & Management's C Position: Q2 2026 in Review

Hoxton Planning & Management increased its Citigroup (C) stake by 0.16% in Q2 2026, buying an estimated $391 and bringing the position to 1,840 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #196.

Hoxton Planning & Management first reported a position in C in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Hoxton Planning & Management held 1,840 shares of Citigroup worth $258K as of Q2 2026.
  • Hoxton Planning & Management bought 3 Citigroup shares in Q2 2026, an estimated $391.
  • Citigroup made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #196 holding.
  • Hoxton Planning & Management first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.