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Legacy Private Trust’s Citigroup C Stock Holding History

Legacy Private Trust’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 		$203K Buy
+1,447
New +$188K 0.01% 264
2015
Q4 		– Sell
-5,150
Closed -$255K – 238
2015
Q3 		$255K Buy
+5,150
New +$281K 0.04% 215

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
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
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Legacy Private Trust's C Position: Q2 2026 in Review

Legacy Private Trust opened a new position in Citigroup (C) in Q2 2026: 1,447 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Legacy Private Trust previously reported a position in C as recently as Q3 2015.

Legacy Private Trust first reported a position in C in Q3 2015 and has held it in 2 quarters since. The position peaked at $255K in Q3 2015. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Legacy Private Trust held 1,447 shares of Citigroup worth $203K as of Q2 2026.
  • Citigroup was a new Legacy Private Trust position in Q2 2026.
  • Citigroup made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #264 holding.
  • Legacy Private Trust first reported a position in Citigroup in Q3 2015 and has held it in 2 quarters since.
  • Legacy Private Trust's Citigroup position peaked at $255K in Q3 2015.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.