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Lauterbach Financial Advisors’s Citigroup C Stock Holding History

Lauterbach Financial 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 		$252K Buy
1,803
+8
+0.4% +$1.04K 0.11% 75
2026
Q1 		$204K Buy
1,795
+10
+0.6% +$1.14K 0.1% 77
2025
Q4 		$208K Buy
+1,785
New +$185K 0.1% 79

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

Lauterbach Financial Advisors's C Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Citigroup (C) stake by 0.45% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,803 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #75.

Lauterbach Financial Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lauterbach Financial Advisors held 1,803 shares of Citigroup worth $252K as of Q2 2026.
  • Lauterbach Financial Advisors bought 8 Citigroup shares in Q2 2026, an estimated $1.04K.
  • Citigroup made up 0.11% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Lauterbach Financial Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.