Ritholtz Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.5M | Buy |
132,051
+1,490
| +1% | +$194K | 0.28% | 45 |
|
|
2026
Q1 | $14.8M | Sell |
130,561
-2,118
| -2% | -$241K | 0.26% | 46 |
|
|
2025
Q4 | $15.5M | Buy |
132,679
+11,791
| +10% | +$1.22M | 0.28% | 41 |
|
|
2025
Q3 | $12.3M | Buy |
120,888
+30,418
| +34% | +$2.89M | 0.24% | 43 |
|
|
2025
Q2 | $7.7M | Buy |
90,470
+19,619
| +28% | +$1.42M | 0.17% | 70 |
|
|
2025
Q1 | $5.03M | Buy |
70,851
+784
| +1% | +$59.8K | 0.15% | 91 |
|
|
2024
Q4 | $4.93M | Buy |
70,067
+8,083
| +13% | +$545K | 0.14% | 85 |
|
|
2024
Q3 | $3.88M | Buy |
61,984
+1,261
| +2% | +$78K | 0.12% | 112 |
|
|
2024
Q2 | $3.85M | Buy |
60,723
+465
| +0.8% | +$28.7K | 0.13% | 101 |
|
|
2024
Q1 | $3.81M | Buy |
60,258
+8,725
| +17% | +$486K | 0.13% | 105 |
|
|
2023
Q4 | $2.65M | Buy |
51,533
+14,278
| +38% | +$632K | 0.1% | 122 |
|
|
2023
Q3 | $1.53M | Sell |
37,255
-22,164
| -37% | -$973K | 0.07% | 193 |
|
|
2023
Q2 | $2.74M | Buy |
59,419
+10,379
| +21% | +$486K | 0.12% | 101 |
|
|
2023
Q1 | $2.3M | Buy |
49,040
+9,140
| +23% | +$449K | 0.11% | 108 |
|
|
2022
Q4 | $1.8M | Sell |
39,900
-7,171
| -15% | -$326K | 0.1% | 140 |
|
|
2022
Q3 | $1.96M | Sell |
47,071
-4,007
| -8% | -$198K | 0.1% | 137 |
|
|
2022
Q2 | $2.35M | Buy |
51,078
+17,164
| +51% | +$859K | 0.15% | 81 |
|
|
2022
Q1 | $1.81M | Buy |
33,914
+4,309
| +15% | +$266K | 0.12% | 99 |
|
|
2021
Q4 | $1.79M | Sell |
29,605
-2,988
| -9% | -$199K | 0.11% | 89 |
|
|
2021
Q3 | $2.29M | Buy |
32,593
+8,566
| +36% | +$599K | 0.16% | 64 |
|
|
2021
Q2 | $1.7M | Buy |
24,027
+5,266
| +28% | +$390K | 0.12% | 82 |
|
|
2021
Q1 | $1.36M | Buy |
18,761
+1,215
| +7% | +$81.1K | 0.11% | 85 |
|
|
2020
Q4 | $1.08M | Sell |
17,546
-825
| -4% | -$41.9K | 0.1% | 82 |
|
|
2020
Q3 | $792K | Buy |
18,371
+1,464
| +9% | +$72.9K | 0.09% | 96 |
|
|
2020
Q2 | $864K | Buy |
16,907
+7,427
| +78% | +$352K | 0.11% | 76 |
|
|
2020
Q1 | $399K | Buy |
9,480
+3,518
| +59% | +$236K | 0.06% | 87 |
|
|
2019
Q4 | $476K | Buy |
5,962
+1,542
| +35% | +$114K | 0.07% | 85 |
|
|
2019
Q3 | $305K | Buy |
4,420
+504
| +13% | +$34.3K | 0.05% | 106 |
|
|
2019
Q2 | $274K | Sell |
3,916
-177
| -4% | -$11.8K | 0.05% | 104 |
|
|
2019
Q1 | $255K | Sell |
4,093
-74
| -2% | -$4.59K | 0.05% | 111 |
|
|
2018
Q4 | $217K | Sell |
4,167
-314
| -7% | -$19.9K | 0.05% | 112 |
|
|
2018
Q3 | $321K | Buy |
4,481
+123
| +3% | +$8.7K | 0.08% | 89 |
|
|
2018
Q2 | $292K | Buy |
4,358
+1,068
| +32% | +$73.5K | 0.08% | 91 |
|
|
2018
Q1 | $222K | Buy |
+3,290
| New | +$247K | 0.06% | 105 |
|
Other funds holding C
Ritholtz Wealth Management's C Position: Q2 2026 in Review
Ritholtz Wealth Management increased its Citigroup (C) stake by 1.1% in Q2 2026, buying an estimated $194K and bringing the position to 132,051 shares worth $18.5M. The position accounts for 0.28% of the portfolio, ranked #45.
Ritholtz Wealth Management first reported a position in C in Q1 2018 and has held it in 34 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Ritholtz Wealth Management held 132,051 shares of Citigroup worth $18.5M as of Q2 2026.
- Ritholtz Wealth Management bought 1,490 Citigroup shares in Q2 2026, an estimated $194K.
- Citigroup made up 0.28% of Ritholtz Wealth Management's portfolio in Q2 2026, its #45 holding.
- Ritholtz Wealth Management first reported a position in Citigroup in Q1 2018 and has held it in 34 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.