Premier Path Wealth Partners’s Citigroup C Stock Holding History

Premier Path Wealth Partners’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	$3.06M	Buy	21,885 +1,773	+9%	+$231K	0.35%	69
2026 Q1	$2.28M	Buy	20,112 +2,497	+14%	+$284K	0.3%	76
2025 Q4	$2.06M	Buy	17,615 +1,784	+11%	+$185K	0.27%	84
2025 Q3	$1.61M	Sell	15,831 -35	-0.2%	-$3.32K	0.21%	103
2025 Q2	$1.35M	Buy	15,866 +1,381	+10%	+$99.8K	0.19%	127
2025 Q1	$1.03M	Buy	14,485 +243	+2%	+$18.5K	0.16%	157
2024 Q4	$1M	Buy	14,242 +202	+1%	+$13.6K	0.15%	157
2024 Q3	$879K	Sell	14,040 -183	-1%	-$11.3K	0.14%	166
2024 Q2	$903K	Buy	14,223 +206	+1%	+$12.7K	0.15%	155
2024 Q1	$886K	Buy	14,017 +125	+0.9%	+$6.96K	0.17%	146
2023 Q4	$715K	Buy	+13,892	New	+$615K	0.16%	147

Other funds holding C

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Premier Path Wealth Partners's C Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Citigroup (C) stake by 8.8% in Q2 2026, buying an estimated $231K and bringing the position to 21,885 shares worth $3.06M. The position accounts for 0.35% of the portfolio, ranked #69.

Premier Path Wealth Partners first reported a position in C in Q4 2023 and has held it in 11 quarters since. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

Premier Path Wealth Partners held 21,885 shares of Citigroup worth $3.06M as of Q2 2026.
Premier Path Wealth Partners bought 1,773 Citigroup shares in Q2 2026, an estimated $231K.
Citigroup made up 0.35% of Premier Path Wealth Partners's portfolio in Q2 2026, its #69 holding.
Premier Path Wealth Partners first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.