One Charles Private Wealth Services’s Citigroup C Stock Holding History

One Charles Private Wealth Services’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	$231K	Buy	+1,653	New	+$215K	0.05%	157

Other funds holding C

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

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

One Charles Private Wealth Services's C Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in Citigroup (C) in Q2 2026: 1,653 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

433 funds tracked by Wall St. Rank hold C as of Q2 2026.

One Charles Private Wealth Services held 1,653 shares of Citigroup worth $231K as of Q2 2026.
Citigroup was a new One Charles Private Wealth Services position in Q2 2026.
Citigroup made up 0.05% of One Charles Private Wealth Services's portfolio in Q2 2026, its #157 holding.
433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.