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Olistico Wealth’s Citigroup C Stock Holding History

Olistico Wealth’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 		$362K Hold
2,585
– – 0.15% 81
2026
Q1 		$293K Sell
2,585
-157
-6% -$17.9K 0.14% 83
2025
Q4 		$320K Buy
2,742
+132
+5% +$13.7K 0.16% 75
2025
Q3 		$265K Buy
2,610
+65
+3% +$6.17K 0.14% 84
2025
Q2 		$217K Buy
2,545
+2,300
+939% +$166K 0.12% 92
2025
Q1 		$17.4K Hold
245
– – 0.01% 220
2024
Q4 		$17.2K Buy
245
+42
+21% +$2.83K 0.01% 221
2024
Q3 		$12.7K Hold
203
– – 0.01% 235
2024
Q2 		$12.9K Buy
+203
New +$12.5K 0.01% 231

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Olistico Wealth's C Position: Q2 2026 in Review

Olistico Wealth held its Citigroup (C) position steady in Q2 2026 at 2,585 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #81.

Olistico Wealth first reported a position in C in Q2 2024 and has held it in 9 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Olistico Wealth held 2,585 shares of Citigroup worth $362K as of Q2 2026.
  • Olistico Wealth left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.15% of Olistico Wealth's portfolio in Q2 2026, its #81 holding.
  • Olistico Wealth first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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