Obermeyer Wealth Partners’s Citigroup C Stock Holding History

Obermeyer Wealth Partners’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 Q3	$450K	Buy	3,474 +971	+39%	+$131K	0.02%	190
2026 Q2	$350K	Hold	2,503	–	–	0.01%	225
2026 Q1	$284K	Sell	2,503 -20	-0.8%	-$2.28K	0.01%	250
2025 Q4	$294K	Buy	2,523 +20	+0.8%	+$2.08K	0.01%	239
2025 Q3	$254K	Buy	+2,503	New	+$238K	0.01%	253
2016 Q1	–	Sell	-5,800	Closed	-$300K	–	126
2015 Q4	$300K	Sell	5,800 -416,729	-99%	-$22.1M	0.03%	99
2015 Q3	$21M	Buy	422,529 +83,494	+25%	+$4.56M	2.21%	16
2015 Q2	$18.7M	Buy	339,035 +9,805	+3%	+$533K	1.6%	23
2015 Q1	$17M	Sell	329,230 -4,900	-1%	-$250K	1.39%	29
2014 Q4	$18.1M	Buy	+334,130	New	+$17.7M	1.64%	22

Other funds holding C

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Obermeyer Wealth Partners's C Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Citigroup (C) stake by 39% in Q3 2026, buying an estimated $131K and bringing the position to 3,474 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #190.

Obermeyer Wealth Partners first reported a position in C in Q4 2014 and has held it in 10 quarters since. The position peaked at $21M in Q3 2015. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

Obermeyer Wealth Partners held 3,474 shares of Citigroup worth $450K as of Q3 2026.
Obermeyer Wealth Partners bought 971 Citigroup shares in Q3 2026, an estimated $131K.
Citigroup made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #190 holding.
Obermeyer Wealth Partners first reported a position in Citigroup in Q4 2014 and has held it in 10 quarters since.
Obermeyer Wealth Partners's Citigroup position peaked at $21M in Q3 2015.
2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.