Pines Wealth Management’s Citigroup C Stock Holding History

Pines Wealth Management’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	$431K	Sell	3,327 -1,477	-31%	-$199K	0.12%	149
2026 Q2	$672K	Buy	4,804 +11	+0.2%	+$1.43K	0.19%	115
2026 Q1	$544K	Sell	4,793 -799	-14%	-$91K	0.18%	121
2025 Q4	$653K	Sell	5,592 -330	-6%	-$34.3K	0.21%	109
2025 Q3	$601K	Sell	5,922 -1,341	-18%	-$127K	0.2%	114
2025 Q2	$644K	Buy	7,263 +1,587	+28%	+$115K	0.23%	107
2025 Q1	$334K	Sell	5,676 -109	-2%	-$8.31K	0.15%	143
2024 Q4	$413K	Buy	+5,785	New	+$390K	0.18%	132

Other funds holding C

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Pines Wealth Management's C Position: Q3 2026 in Review

Pines Wealth Management reduced its Citigroup (C) stake by 31% in Q3 2026, selling an estimated $199K and leaving 3,327 shares worth $431K. The position accounts for 0.12% of the portfolio, ranked #149.

Pines Wealth Management first reported a position in C in Q4 2024 and has held it in 8 quarters since. The position peaked at $672K in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

Pines Wealth Management held 3,327 shares of Citigroup worth $431K as of Q3 2026.
Pines Wealth Management sold 1,477 Citigroup shares in Q3 2026, an estimated $199K.
Citigroup made up 0.12% of Pines Wealth Management's portfolio in Q3 2026, its #149 holding.
Pines Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Citigroup position peaked at $672K in Q2 2026.
745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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