Parkside Investments’s Citigroup C Stock Holding History

Parkside Investments’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	$12.9M	Sell	92,297 -3,555	-4%	-$463K	1.43%	20
2026 Q1	$10.9M	Sell	95,852 -12,114	-11%	-$1.38M	1.32%	23
2025 Q4	$12.6M	Sell	107,966 -3,395	-3%	-$353K	1.59%	18
2025 Q3	$11.3M	Sell	111,361 -11,545	-9%	-$1.1M	1.41%	18
2025 Q2	$10.5M	Sell	122,906 -276	-0.2%	-$20K	1.42%	24
2025 Q1	$8.74M	Sell	123,182 -4,007	-3%	-$306K	1.29%	29
2024 Q4	$8.95M	Buy	127,189 +2,130	+2%	+$144K	1.34%	32
2024 Q3	$7.83M	Buy	125,059 +2,525	+2%	+$156K	1.18%	34
2024 Q2	$7.78M	Buy	122,534 +60	+0%	+$3.7K	1.23%	35
2024 Q1	$7.75M	Buy	122,474 +13,765	+13%	+$766K	1.23%	35
2023 Q4	$5.59M	Sell	108,709 -3,845	-3%	-$170K	0.95%	46
2023 Q3	$4.63M	Buy	112,554 +172	+0.2%	+$7.55K	0.85%	49
2023 Q2	$5.17M	Buy	112,382 +2,750	+3%	+$129K	0.97%	47
2023 Q1	$5.14M	Buy	109,632 +10,640	+11%	+$522K	0.97%	47
2022 Q4	$4.48M	Sell	98,992 -2,978	-3%	-$135K	0.89%	46
2022 Q3	$4.25M	Buy	101,970 +20,045	+24%	+$990K	0.91%	44
2022 Q2	$3.77M	Buy	81,925 +25,717	+46%	+$1.29M	0.79%	46
2022 Q1	$3M	Buy	56,208 +4,750	+9%	+$293K	0.59%	47
2021 Q4	$3.11M	Sell	51,458 -44,375	-46%	-$2.95M	0.6%	50
2021 Q3	$6.72M	Sell	95,833 -1,775	-2%	-$124K	1.41%	23
2021 Q2	$6.91M	Sell	97,608 -2,202	-2%	-$163K	1.33%	25
2021 Q1	$7.26M	Buy	99,810 +51,065	+105%	+$3.41M	1.51%	19
2020 Q4	$3M	Sell	48,745 -29,800	-38%	-$1.51M	0.67%	50
2020 Q3	$3.39M	Sell	78,545 -2,180	-3%	-$109K	0.89%	45
2020 Q2	$4.13M	Buy	80,725 +4,005	+5%	+$190K	1.09%	32
2020 Q1	$3.23M	Sell	76,720 -376	-0.5%	-$25.2K	1.07%	38
2019 Q4	$6.16M	Sell	77,096 -4,829	-6%	-$357K	1.5%	19
2019 Q3	$5.66M	Buy	81,925 +975	+1%	+$66.3K	1.51%	17
2019 Q2	$5.67M	Sell	80,950 -6,145	-7%	-$411K	1.48%	19
2019 Q1	$5.42M	Buy	87,095 +29,365	+51%	+$1.82M	1.48%	17
2018 Q4	$3M	Buy	57,730 +8,610	+18%	+$545K	1.3%	26
2018 Q3	$3.52M	Buy	49,120 +35	+0.1%	+$2.47K	1.66%	12
2018 Q2	$3.52M	Buy	49,085 +3,990	+9%	+$275K	1.72%	10
2018 Q1	$3.04M	Sell	45,095 -2,050	-4%	-$154K	1.58%	17
2017 Q4	$3.51M	Buy	47,145 +9,910	+27%	+$733K	1.71%	18
2017 Q3	$2.71M	Buy	37,235 +4,180	+13%	+$285K	1.56%	26
2017 Q2	$2.21M	Buy	+33,055	New	+$2.03M	1.38%	35

Other funds holding C

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

LMFP

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 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

Parkside Investments's C Position: Q2 2026 in Review

Parkside Investments reduced its Citigroup (C) stake by 3.7% in Q2 2026, selling an estimated $463K and leaving 92,297 shares worth $12.9M. The position accounts for 1.43% of the portfolio, ranked #20.

Parkside Investments first reported a position in C in Q2 2017 and has held it in 37 quarters since. 494 funds tracked by Wall St. Rank hold C as of Q2 2026.

Parkside Investments held 92,297 shares of Citigroup worth $12.9M as of Q2 2026.
Parkside Investments sold 3,555 Citigroup shares in Q2 2026, an estimated $463K.
Citigroup made up 1.43% of Parkside Investments's portfolio in Q2 2026, its #20 holding.
Parkside Investments first reported a position in Citigroup in Q2 2017 and has held it in 37 quarters since.
494 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.