McGlone Suttner Wealth Management’s Citigroup C Stock Holding History

McGlone Suttner 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 Q2	$427K	Buy	3,054 +2	+0.1%	+$260	0.05%	143
2026 Q1	$346K	Buy	3,052 +17	+0.6%	+$1.94K	0.05%	147
2025 Q4	$354K	Buy	3,035 +5	+0.2%	+$519	0.05%	149
2025 Q3	$308K	Buy	3,030 +7	+0.2%	+$664	0.04%	157
2025 Q2	$257K	Sell	3,023 -440	-13%	-$31.8K	0.04%	169
2025 Q1	$246K	Buy	3,463 +457	+15%	+$34.8K	0.04%	165
2024 Q4	$212K	Buy	+3,006	New	+$203K	0.04%	169
2024 Q1	–	Sell	-2,652	Closed	-$136K	–	261
2023 Q4	$136K	Buy	+2,652	New	+$117K	0.03%	181

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McGlone Suttner Wealth Management's C Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Citigroup (C) stake by 0.07% in Q2 2026, buying an estimated $260 and bringing the position to 3,054 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #143.

McGlone Suttner Wealth Management first reported a position in C in Q4 2023 and has held it in 8 quarters since. 960 funds tracked by Wall St. Rank hold C as of Q2 2026.

McGlone Suttner Wealth Management held 3,054 shares of Citigroup worth $427K as of Q2 2026.
McGlone Suttner Wealth Management bought 2 Citigroup shares in Q2 2026, an estimated $260.
Citigroup made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #143 holding.
McGlone Suttner Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 8 quarters since.
960 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.