Northwest Wealth Management’s Citigroup C Stock Holding History

Northwest 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	$470K	Buy	3,359 +1	+0%	+$130	0.06%	137
2026 Q1	$381K	Buy	3,358 +195	+6%	+$22.2K	0.06%	151
2025 Q4	$369K	Buy	3,163 +951	+43%	+$98.8K	0.06%	155
2025 Q3	$225K	Buy	+2,212	New	+$210K	0.04%	196
2019 Q2	–	Sell	-397	Closed	-$25K	–	155
2019 Q1	$25K	Hold	397	–	–	0.02%	279
2018 Q4	$21K	Hold	397	–	–	0.02%	276
2018 Q3	$28K	Hold	397	–	–	0.02%	267
2018 Q2	$27K	Buy	397 +231	+139%	+$15.9K	0.02%	274
2018 Q1	$11K	Buy	+166	New	+$12.5K	0.01%	343

Other funds holding C

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 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

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

Northwest Wealth Management increased its Citigroup (C) stake by 0.03% in Q2 2026, buying an estimated $130 and bringing the position to 3,359 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #137.

Northwest Wealth Management first reported a position in C in Q1 2018 and has held it in 9 quarters since. 1,063 funds tracked by Wall St. Rank hold C as of Q2 2026.

Northwest Wealth Management held 3,359 shares of Citigroup worth $470K as of Q2 2026.
Northwest Wealth Management bought 1 Citigroup share in Q2 2026, an estimated $130.
Citigroup made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #137 holding.
Northwest Wealth Management first reported a position in Citigroup in Q1 2018 and has held it in 9 quarters since.
1,063 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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