LeConte Wealth Management
C icon

LeConte Wealth Management’s Citigroup C Stock Holding History

LeConte 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 		$390K Buy
3,013
+261
+9% +$35.2K 0.21% 88
2026
Q2 		$385K Buy
2,752
+219
+9% +$28.5K 0.21% 85
2026
Q1 		$287K Buy
2,533
+31
+1% +$3.53K 0.19% 95
2025
Q4 		$292K Buy
2,502
+94
+4% +$9.8K 0.19% 84
2025
Q3 		$244K Sell
2,408
-149
-6% -$14.1K 0.16% 99
2025
Q2 		$218K Buy
+2,557
New +$185K 0.15% 90

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

LeConte Wealth Management increased its Citigroup (C) stake by 9.5% in Q3 2026, buying an estimated $35.2K and bringing the position to 3,013 shares worth $390K. The position accounts for 0.21% of the portfolio, ranked #88.

LeConte Wealth Management first reported a position in C in Q2 2025 and has held it in 6 quarters since. 935 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • LeConte Wealth Management held 3,013 shares of Citigroup worth $390K as of Q3 2026.
  • LeConte Wealth Management bought 261 Citigroup shares in Q3 2026, an estimated $35.2K.
  • Citigroup made up 0.21% of LeConte Wealth Management's portfolio in Q3 2026, its #88 holding.
  • LeConte Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • 935 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.