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Portside Wealth Group’s Citigroup C Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-8,500
Closed -$992K – 477
2025
Q4 		$992K Buy
+8,500
New +$883K 0.13% 167

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Portside Wealth Group's C Position: Q2 2026 in Review

Portside Wealth Group increased its Citigroup (C) stake by 3.1% in Q2 2026, buying an estimated $54.5K and bringing the position to 13,883 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #95.

Portside Wealth Group first reported a position in C in Q2 2023 and has held it in 13 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Portside Wealth Group held 13,883 shares of Citigroup worth $1.94M as of Q2 2026.
  • Portside Wealth Group bought 419 Citigroup shares in Q2 2026, an estimated $54.5K.
  • Citigroup made up 0.23% of Portside Wealth Group's portfolio in Q2 2026, its #95 holding.
  • Portside Wealth Group first reported a position in Citigroup in Q2 2023 and has held it in 13 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.