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MinichMacGregor Wealth Management’s Citigroup C Stock Holding History

MinichMacGregor 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 		$385K Sell
2,749
-341
-11% -$44.4K 0.06% 94
2026
Q1 		$350K Buy
3,090
+9
+0.3% +$1.02K 0.06% 89
2025
Q4 		$360K Buy
+3,081
New +$320K 0.07% 87
2023
Q1 		– Sell
-149
Closed -$6.74K – 168
2022
Q4 		$6.74K Buy
+149
New +$6.77K ﹤0.01% 450
2018
Q4 		– Sell
-274
Closed -$19K – 157
2018
Q3 		$19K Hold
274
– – 0.01% 223
2018
Q2 		$18K Sell
274
-1,098
-80% -$75.6K 0.01% 223
2018
Q1 		$92K Sell
1,372
-192
-12% -$14.4K 0.07% 74
2017
Q4 		$116K Sell
1,564
-75
-5% -$5.55K 0.09% 63
2017
Q3 		$119K Buy
1,639
+163
+11% +$11.1K 0.1% 57
2017
Q2 		$98K Buy
1,476
+150
+11% +$9.2K 0.09% 64
2017
Q1 		$79K Buy
1,326
+9
+0.7% +$532 0.07% 74
2016
Q4 		$78K Sell
1,317
-1,513
-53% -$81.6K 0.07% 78
2016
Q3 		$133K Buy
2,830
+5
+0.2% +$227 0.12% 48
2016
Q2 		$119K Buy
2,825
+2
+0.1% +$88 0.11% 52
2016
Q1 		$117K Sell
2,823
-5
-0.2% -$209 0.11% 52
2015
Q4 		$152K Buy
+2,828
New +$150K 0.14% 45

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

MinichMacGregor Wealth Management's C Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Citigroup (C) stake by 11% in Q2 2026, selling an estimated $44.4K and leaving 2,749 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #94.

MinichMacGregor Wealth Management first reported a position in C in Q4 2015 and has held it in 16 quarters since. 1,122 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • MinichMacGregor Wealth Management held 2,749 shares of Citigroup worth $385K as of Q2 2026.
  • MinichMacGregor Wealth Management sold 341 Citigroup shares in Q2 2026, an estimated $44.4K.
  • Citigroup made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #94 holding.
  • MinichMacGregor Wealth Management first reported a position in Citigroup in Q4 2015 and has held it in 16 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.