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Matthew Hamilton Rosenberg’s Citigroup C Stock Holding History

Matthew Hamilton Rosenberg’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 		$749K Buy
5,787
+314
+6% +$42.3K 0.13% 80
2026
Q2 		$766K Buy
5,473
+388
+8% +$50.5K 0.14% 72
2026
Q1 		$577K Sell
5,085
-68
-1% -$7.74K 0.12% 79
2025
Q4 		$601K Buy
5,153
+197
+4% +$20.5K 0.12% 78
2025
Q3 		$503K Buy
4,956
+206
+4% +$19.5K 0.11% 85
2025
Q2 		$404K Buy
4,750
+725
+18% +$52.4K 0.09% 103
2025
Q1 		$286K Hold
4,025
– – 0.07% 134
2024
Q4 		$283K Buy
4,025
+56
+1% +$3.77K 0.07% 132
2024
Q3 		$248K Buy
3,969
+68
+2% +$4.21K 0.07% 162
2024
Q2 		$247K Hold
3,901
– – 0.07% 147
2024
Q1 		$248K Buy
3,901
+6
+0.2% +$334 0.07% 150
2023
Q4 		$200K Sell
3,895
-318
-8% -$14.1K 0.06% 178
2023
Q3 		$173K Buy
4,213
+112
+3% +$4.92K 0.06% 192
2023
Q2 		$189K Sell
4,101
-271
-6% -$12.7K 0.06% 184
2023
Q1 		$205K Hold
4,372
– – 0.07% 180
2022
Q4 		$198K Sell
4,372
-45
-1% -$2.04K 0.07% 179
2022
Q3 		$184K Buy
4,417
+66
+2% +$3.26K 0.07% 173
2022
Q2 		$204K Buy
4,351
+779
+22% +$39K 0.08% 165
2022
Q1 		$191K Buy
3,572
+212
+6% +$13.1K 0.07% 193
2021
Q4 		$203K Sell
3,360
-29
-0.9% -$1.93K 0.07% 181
2021
Q3 		$238K Buy
3,389
+449
+15% +$31.4K 0.09% 141
2021
Q2 		$208K Buy
2,940
+1
+0% +$74 0.11% 127
2021
Q1 		$214K Buy
2,939
+88
+3% +$5.87K 0.12% 113
2020
Q4 		$176K Buy
2,851
+358
+14% +$18.2K 0.11% 133
2020
Q3 		$107K Hold
2,493
– – 0.08% 191
2020
Q2 		$127K Sell
2,493
-164
-6% -$7.78K 0.1% 138
2020
Q1 		$112K Buy
+2,657
New +$178K 0.11% 106

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's C Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Citigroup (C) stake by 5.7% in Q3 2026, buying an estimated $42.3K and bringing the position to 5,787 shares worth $749K. The position accounts for 0.13% of the portfolio, ranked #80.

Matthew Hamilton Rosenberg first reported a position in C in Q1 2020 and has held it in 27 quarters since. The position peaked at $766K in Q2 2026. 102 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Matthew Hamilton Rosenberg held 5,787 shares of Citigroup worth $749K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 314 Citigroup shares in Q3 2026, an estimated $42.3K.
  • Citigroup made up 0.13% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #80 holding.
  • Matthew Hamilton Rosenberg first reported a position in Citigroup in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Citigroup position peaked at $766K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.