Nvest Wealth Strategies’s Citigroup C Stock Holding History

Nvest Wealth Strategies’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	$2.94K	Hold	21	–	–	﹤0.01%	177
2026 Q1	$2.38K	Buy	+21	New	+$2.39K	﹤0.01%	177

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Nvest Wealth Strategies's C Position: Q2 2026 in Review

Nvest Wealth Strategies held its Citigroup (C) position steady in Q2 2026 at 21 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Nvest Wealth Strategies first reported a position in C in Q1 2026 and has held it in 2 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

Nvest Wealth Strategies held 21 shares of Citigroup worth $2.94K as of Q2 2026.
Nvest Wealth Strategies left its Citigroup share count unchanged in Q2 2026.
Citigroup made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #177 holding.
Nvest Wealth Strategies first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.