NLP
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Next Level Private’s Citigroup C Stock Holding History

Next Level Private’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 		$1.06M Buy
7,600
+50
+0.7% +$6.51K 0.21% 73
2026
Q1 		$856K Buy
7,550
+682
+10% +$77.7K 0.19% 82
2025
Q4 		$801K Sell
6,868
-18
-0.3% -$1.87K 0.21% 80
2025
Q3 		$675K Buy
6,886
+23
+0.3% +$2.18K 0.2% 84
2025
Q2 		$584K Buy
6,863
+9
+0.1% +$651 0.19% 80
2025
Q1 		$487K Buy
6,854
+8
+0.1% +$610 0.18% 86
2024
Q4 		$482K Buy
6,846
+51
+0.8% +$3.44K 0.19% 80
2024
Q3 		$425K Sell
6,795
-942
-12% -$58.3K 0.17% 88
2024
Q2 		$491K Buy
7,737
+51
+0.7% +$3.14K 0.22% 75
2024
Q1 		$486K Sell
7,686
-741
-9% -$41.2K 0.22% 79
2023
Q4 		$434K Sell
8,427
-265
-3% -$11.7K 0.25% 63
2023
Q3 		$352K Buy
8,692
+13
+0.1% +$571 0.23% 69
2023
Q2 		$396K Buy
+8,679
New +$406K 0.26% 65
2023
Q1 		– Sell
-8,667
Closed -$412K – 68
2022
Q4 		$412K Buy
8,667
+10
+0.1% +$454 0.3% 58
2022
Q3 		$380K Buy
+8,657
New +$428K 0.33% 55
2022
Q2 		– Sell
-8,637
Closed -$461K – 138
2022
Q1 		$461K Sell
8,637
-49
-0.6% -$3.03K 0.37% 55
2021
Q4 		$525K Buy
+8,686
New +$578K 0.44% 49

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Next Level Private's C Position: Q2 2026 in Review

Next Level Private increased its Citigroup (C) stake by 0.66% in Q2 2026, buying an estimated $6.51K and bringing the position to 7,600 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #73.

Next Level Private first reported a position in C in Q4 2021 and has held it in 17 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Next Level Private held 7,600 shares of Citigroup worth $1.06M as of Q2 2026.
  • Next Level Private bought 50 Citigroup shares in Q2 2026, an estimated $6.51K.
  • Citigroup made up 0.21% of Next Level Private's portfolio in Q2 2026, its #73 holding.
  • Next Level Private first reported a position in Citigroup in Q4 2021 and has held it in 17 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.