North Capital’s Citigroup C Stock Holding History

North Capital’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	$316K	Buy	2,257 +56	+3%	+$7.29K	0.24%	69
2026 Q1	$250K	Buy	2,201 +2	+0.1%	+$228	0.21%	78
2025 Q4	$257K	Sell	2,199 -1	-0%	-$104	0.22%	71
2025 Q3	$223K	Buy	2,200 +51	+2%	+$4.84K	0.17%	71
2025 Q2	$183K	Sell	2,149 -2	-0.1%	-$145	0.16%	82
2025 Q1	$153K	Buy	+2,151	New	+$164K	0.14%	92

Other funds holding C

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

North Capital's C Position: Q2 2026 in Review

North Capital increased its Citigroup (C) stake by 2.5% in Q2 2026, buying an estimated $7.29K and bringing the position to 2,257 shares worth $316K. The position accounts for 0.24% of the portfolio, ranked #69.

North Capital first reported a position in C in Q1 2025 and has held it in 6 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

North Capital held 2,257 shares of Citigroup worth $316K as of Q2 2026.
North Capital bought 56 Citigroup shares in Q2 2026, an estimated $7.29K.
Citigroup made up 0.24% of North Capital's portfolio in Q2 2026, its #69 holding.
North Capital first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.