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Juncture Wealth Strategies’s Citigroup C Stock Holding History

Juncture Wealth Strategies’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 		$458K Sell
3,274
-200
-6% -$26K 0.12% 116
2026
Q1 		$394K Sell
3,474
-150
-4% -$17.1K 0.13% 86
2025
Q4 		$423K Buy
3,624
+300
+9% +$31.2K 0.14% 81
2025
Q3 		$337K Sell
3,324
-2,000
-38% -$190K 0.11% 94
2025
Q2 		$453K Hold
5,324
– – 0.16% 76
2025
Q1 		$378K Buy
5,324
+326
+7% +$24.9K 0.15% 90
2024
Q4 		$352K Buy
4,998
+100
+2% +$6.74K 0.13% 94
2024
Q3 		$307K Buy
4,898
+1,200
+32% +$74.2K 0.12% 100
2024
Q2 		$235K Buy
+3,698
New +$228K 0.1% 98

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Juncture Wealth Strategies's C Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Citigroup (C) stake by 5.8% in Q2 2026, selling an estimated $26K and leaving 3,274 shares worth $458K. The position accounts for 0.12% of the portfolio, ranked #116.

Juncture Wealth Strategies first reported a position in C in Q2 2024 and has held it in 9 quarters since. 972 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Juncture Wealth Strategies held 3,274 shares of Citigroup worth $458K as of Q2 2026.
  • Juncture Wealth Strategies sold 200 Citigroup shares in Q2 2026, an estimated $26K.
  • Citigroup made up 0.12% of Juncture Wealth Strategies's portfolio in Q2 2026, its #116 holding.
  • Juncture Wealth Strategies first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 972 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.